Haley Communities Limited Partnership Fund No. 3
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$64M
Investors
230
Min Invest
$1
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Haley Communities Limited Partnership Fund No. 3 is a Nebraska limited partnership organized in 2015 that first filed a Form D on August 6, 2015 and most recently amended it on August 15, 2017 in the Residential industry group. The offering claims Rule 506(b) and covers equity. Haley Communities Limited Partnership Fund No. 3 reported $63,917,000 sold from 230 investors of a $75,000,000 total offering as of the Form D filed August 15, 2017. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1. The Form D names Shirley Overly (CRD 4391859), associated with Haley Securities, Inc.; Richard Rackers (CRD 4437117), associated with Haley Securities, Inc.; Charles Blount (CRD 5620313), associated with Haley Securities, Inc.; Kathleen Spoonhour (CRD 6057423), associated with Haley Securities, Inc. and 6 others as recipients of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. Sales commissions are reported as $6,750,000 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is 10703 J. Street, Suite 101, Omaha, NE 68127.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing August 15, 2017
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Fund family Part of the Haley Communities Fund family: 5 vehicles across 5 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Shirley Hensley Overly
Promoter · Omaha, NE
Carl Joseph Troia, Jr.
Promoter · Omaha, NE
Douglas Steven Hastings
Promoter · Omaha, NE
Daniel Patrick Clatanoff
Promoter · Omaha, NE
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Shirley OverlyCRD 4391859 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Richard RackersCRD 4437117 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in MO, TX
Charles BlountCRD 5620313 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in CA, FL, GA, LA, NC, NY, VA, WA
Kathleen SpoonhourCRD 6057423 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AL, AZ, CA, FL, IA, IL, KS, MN, NC, NE, OK, TN
Daniel HilgendorfCRD 6162912 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AZ, CA, CO, IL, MI, MN, NE, NY, OH, WI
Terri GreenwoodCRD 5130668 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AZ, CA, CO, IA, KS, MN, MO, NE, NJ, TX, VA, WA
Brian OverlyCRD 5264831 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MN, MO, NC, NE, NJ, NY, OH, PA, SC, SD, TX, UT, WI
Christine CohoonCRD 5279757 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, NE, NJ, NY, OH, OK, PA, SD, TX, VA, WA, WY
Carol Leese, IICRD 1951606 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in CA, FL, KS, MN, NE, NY, OK, TX, WI
Therese GrahamCRD 6683270 on BrokerCheck
Associated broker-dealer: Haley Securities, Inc. (CRD 104124) · Omaha, NE · Soliciting in AZ, CA, IA, IL, NE, OR, TX, WA
Questions About Haley Communities Limited Partnership Fund No. 3
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Haley Communities Limited Partnership Fund No. 3?
Haley Communities Limited Partnership Fund No. 3 is a Nebraska limited partnership organized in 2015 that filed a Form D with the SEC on August 15, 2017 in the Residential industry group. The filing claims Rule 506(b) for an offering of equity.
Is Haley Communities Limited Partnership Fund No. 3 legit?
AltStreet does not rate legitimacy; it reports the public record. Haley Communities Limited Partnership Fund No. 3 filed a Form D with the SEC on August 15, 2017 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $63,917,000 sold to 230 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Haley Communities Limited Partnership Fund No. 3 registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Haley Communities Limited Partnership Fund No. 3 claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Haley Communities Limited Partnership Fund No. 3 raised?
Haley Communities Limited Partnership Fund No. 3 reported $63,917,000 sold from 230 investors of a $75,000,000 total offering as of the Form D filed August 15, 2017.
Who can invest in Haley Communities Limited Partnership Fund No. 3?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1.
What is the minimum investment in Haley Communities Limited Partnership Fund No. 3?
The Form D lists $1 as the minimum investment accepted from any outside investor as of August 15, 2017. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Haley Communities Limited Partnership Fund No. 3 and how are they paid?
The Form D names Shirley Overly (CRD 4391859), associated with Haley Securities, Inc.; Richard Rackers (CRD 4437117), associated with Haley Securities, Inc.; Charles Blount (CRD 5620313), associated with Haley Securities, Inc.; Kathleen Spoonhour (CRD 6057423), associated with Haley Securities, Inc. and 6 others as recipients of sales compensation soliciting in AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. Sales commissions are reported as $6,750,000 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Haley Communities Limited Partnership Fund No. 3?
The Form D lists 4 related persons: Shirley Hensley Overly, promoter; Carl Joseph Troia, Jr., promoter; Douglas Steven Hastings, promoter; Daniel Patrick Clatanoff, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Haley Communities Limited Partnership Fund No. 3 located?
The issuer's address on its SEC filings is 10703 J. Street, Suite 101, Omaha, NE 68127. Its phone number of record is 402-408-4047. It is organized under the laws of Nebraska.
How long is the Haley Communities Limited Partnership Fund No. 3 offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.
What is Haley Communities Limited Partnership Fund No. 3's revenue?
The Form D reports a revenue range of $25,000,001 - $100,000,000.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.