Bourne Seniors Housing V, LLC
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
$48M
Investors
376
Min Invest
$25,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
Bourne Seniors Housing V, LLC is a Delaware limited liability company that first filed a Form D on March 14, 2019 and most recently amended it on March 12, 2021 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. Bourne Seniors Housing V, LLC reported $47,961,994 sold from 376 investors of a $75,000,000 total offering as of the Form D filed March 12, 2021. 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 $25,000. The Form D names Cobalt Capital, Inc. (CRD 136161), associated with None; Alan R. Druckenmiller (CRD 5191639), associated with Advisory Group Equity Services Ltd.; Rodney Bahy Ibrahim (CRD 4358176), associated with Aegis Capital Corp.; Jason Corey Griggs (CRD 4795395), associated with Arkadios Capital and 36 others as recipients of sales compensation soliciting in all states. The issuer's address of record is 228 N. Park Avenue, Suite A, Winter Park, FL 32789.
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 March 12, 2021
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 Bourne Seniors Housing 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.
Robert A. Bourne
Executive Officer · Winter Park, FL
R. Kyle Bourne
Executive Officer · Winter Park, FL
Michael C. Kelley
Executive Officer · Winter Park, FL
Samuel C. Spears
Executive Officer · Winter Park, FL
Bourne Seniors Housing Manager V, LLC C. Bourne Seniors Housing Manager V, LLC
Promoter · Winter Park, FL
Bourne Financial Group, LLC C. Bourne Financial Group, LLC
Promoter · Winter Park, FL
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.
Cobalt Capital, Inc.CRD 136161 on BrokerCheck
Associated broker-dealer: None · Draper, UT · Soliciting in all states
Alan R. DruckenmillerCRD 5191639 on BrokerCheck
Associated broker-dealer: Advisory Group Equity Services Ltd. (CRD 15427) · Wilbraham, MA · Soliciting in CO, CT, MA, ME, NC, NH, OH, VT, WI
Rodney Bahy IbrahimCRD 4358176 on BrokerCheck
Associated broker-dealer: Aegis Capital Corp. (CRD 15007) · New York, NY · Soliciting in AK, AL, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, ND, NJ, NY, OK, PA, PR, SC, TX, VA
Jason Corey GriggsCRD 4795395 on BrokerCheck
Associated broker-dealer: Arkadios Capital (CRD 282710) · Jacksonville, FL · Soliciting in CO, FL, MI
James O'Neal Mitchell Jr.CRD 336937 on BrokerCheck
Associated broker-dealer: Berthel, Fisher & Company Financial Services, Inc. (CRD 13609) · Decatur, AL · Soliciting in AL
Jamie Mittiga PowellCRD 1596875 on BrokerCheck
Associated broker-dealer: Berthel, Fisher & Company Financial Services, Inc. (CRD 13609) · West Chester, OH · Soliciting in AZ, CO, FL, GA, IL, IN, KY, MD, MI, MN, MO, NY, OH, OR, UT, VA, WI
Brian Aurey UphoffCRD 1569323 on BrokerCheck
Associated broker-dealer: Calton & Associates, Inc. (CRD 20999) · Palmetto, FL · Soliciting in AZ, CO, FL, MI, NJ, VA, WA, WI
Byron Keith CrosbyCRD 2158157 on BrokerCheck
Associated broker-dealer: Calton & Associates, Inc. (CRD 20999) · Seminole, FL · Soliciting in FL
John Treadway Brogdon, Jr.CRD 1450806 on BrokerCheck
Associated broker-dealer: Calton & Associates, Inc. (CRD 20999) · Houston, TX · Soliciting in AL, CA, IA, LA, NC, TX, VA
Marc Alan SeehermanCRD 1131557 on BrokerCheck
Associated broker-dealer: Calton & Associates, Inc. (CRD 20999) · New York, NY · Soliciting in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, MD, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, TX, VA, WA, WI
Center Street Securities, Inc.CRD 26898 on BrokerCheck
Associated broker-dealer: None · Nashville, TN · Soliciting in all states
Tyler Don SullivanCRD 5401187 on BrokerCheck
Associated broker-dealer: Client One Securities LLC (CRD 152974) · Bristow, OK · Soliciting in AZ, CA, CO, GA, IL, KS, MO, NV, OK, TX
James Franklin ShenkCRD 2876098 on BrokerCheck
Associated broker-dealer: Coastal Equities, Inc. (CRD 23769) · Glen Rock, PA · Soliciting in CO, CT, FL, MD, ME, MI, NC, NJ, OH, OR, PA, VA, WI
Benjamin Melvin SchickCRD 4897243 on BrokerCheck
Associated broker-dealer: Cobalt Capital, Inc. (CRD 136161) · Orlando, FL · Soliciting in AL, AR, CA, CO, FL, GA, IL, IN, MA, NC, NE, NH, NM, NV, NY, OH, PR, SD, TX, UT
Concorde Investment Services, LLCCRD 151604 on BrokerCheck
Associated broker-dealer: None · Livonia, MI · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Dempsey Lord Smith, LLCCRD 141238 on BrokerCheck
Associated broker-dealer: None · Rome, GA · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
DFPG Investments, LLCCRD 155576 on BrokerCheck
Associated broker-dealer: None · Sandy, UT · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Dan HolzerCRD 5779187 on BrokerCheck
Associated broker-dealer: Emerson Equity LLC (CRD 130032) · San Mateo, CA · Soliciting in CA, CO, FL, IL, MD, MI, NM, NV, NY, OH, OK, PA, TX, UT, VA, WA
Navinbhai Hirabhai PatelCRD 6994505 on BrokerCheck
Associated broker-dealer: Emerson Equity LLC (CRD 130032) · San Mateo, CA · Soliciting in AL, CA, FL, GA, KY, MO, NC, NJ, OH, OK, OR, PA, TX, VA
Sudhir G. PaiCRD 5928622 on BrokerCheck
Associated broker-dealer: Emerson Equity LLC (CRD 130032) · Plano, TX · Soliciting in AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Dakota A. LawrenceCRD 5255723 on BrokerCheck
Associated broker-dealer: Great Point Capital LLC (CRD 114203) · Melbourne, CA · Soliciting in FL
Brad WhalenCRD 2582276 on BrokerCheck
Associated broker-dealer: Green Vista Capital, LLC (CRD 293630) · Winter Park, FL · Soliciting in AL, AR, AZ, CA, FL, IL, IN, KS, MA, MD, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VA, WI
Samuel Scott BianchiCRD 3036667 on BrokerCheck
Associated broker-dealer: IBN Financial Services, Inc. (CRD 42360) · Liverpool, NY · Soliciting in IL, MA, NY, OH, PA
Timothy Daniel NihillCRD 4220287 on BrokerCheck
Associated broker-dealer: IBN Financial Services, Inc. (CRD 42360) · Newburyport, MA · Soliciting in FL, MA, ME, NH, NY, RI, TX, VT
Todd Robert RhineCRD 2384366 on BrokerCheck
Associated broker-dealer: IBN Financial Services, Inc. (CRD 42360) · Hilton Head Island, SC · Soliciting in AZ, CA, DC, FL, GA, KS, LA, MA, MD, NC, NM, NY, OR, SC, TX, VA
Barry Eugene WeedCRD 816202 on BrokerCheck
Associated broker-dealer: Intercarolina Financial Services, Inc. (CRD 19475) · Greensboro, NC · Soliciting in NC
Williams Keen ButcherCRD 2098675 on BrokerCheck
Associated broker-dealer: International Assets Advisory, LLC (CRD 10645) · Houston, TX · Soliciting in CA, CO, MA, NC, NY, OH, SC, TX, WA
Alexander Raymond CreedeCRD 6392369 on BrokerCheck
Associated broker-dealer: International Assets Advisory, LLC (CRD 10645) · Houston, TX · Soliciting in FL, GA, IL, LA, MD, SC, TX, VA
Kalos Capital, Inc.CRD 44337 on BrokerCheck
Associated broker-dealer: None · Alpharetta, GA · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Guy Anthony HarriganCRD 1817525 on BrokerCheck
Associated broker-dealer: Lion Street Financial, LLC (CRD 165828) · Boulder, CO · Soliciting in AZ, CA, CO, CT, FL, HI, IN, MN, MS, NC, NY, RI, SD, TX, VA, WY
James Bradley TeegardenCRD 2812366 on BrokerCheck
Associated broker-dealer: Lion Street Financial, LLC (CRD 165828) · Boulder, CO · Soliciting in CO
Christopher Brian PelleyCRD 1008077 on BrokerCheck
Associated broker-dealer: Moloney Securities Co., Inc. (CRD 38535) · Greenwood Village, CO · Soliciting in AR, AZ, CA, CO, FL, GA, IA, KS, MI, MN, MO, MT, NC, NE, NM, NV, OK, TX, UT, VA, WI
David Norval WoodCRD 2306563 on BrokerCheck
Associated broker-dealer: Moloney Securities Co., Inc. (CRD 38535) · Manchester, MO · Soliciting in FL, IL, MO, OH, SC, TX, WA
John Hubert ChaneyCRD 44529 on BrokerCheck
Associated broker-dealer: Moloney Securities Co., Inc. (CRD 38535) · Manchester, MO · Soliciting in AZ, MO, NE, TX
Robert Morgan VanceCRD 1887560 on BrokerCheck
Associated broker-dealer: Moloney Securities Co., Inc. (CRD 38535) · Sonora, CA · Soliciting in AK, AZ, CA, CO, ID, NV, OR, SC
Newbridge Securities CorporationCRD 104065 on BrokerCheck
Associated broker-dealer: None · Boca Raton, FL · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
SCF Securities, Inc.CRD 47275 on BrokerCheck
Associated broker-dealer: None · Fresno, CA · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Sunbelt Securities, Inc.CRD 42180 on BrokerCheck
Associated broker-dealer: None · Houston, TX · Soliciting in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
The Strategic Financial Alliance, Inc.CRD 126514 on BrokerCheck
Associated broker-dealer: None · Atlanta, GA · Soliciting in all states
Titan SecuritiesCRD 131392 on BrokerCheck
Associated broker-dealer: None · Addison, TX · Soliciting in AR, AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
Questions About Bourne Seniors Housing V, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Bourne Seniors Housing V, LLC?
Bourne Seniors Housing V, LLC is a Delaware limited liability company that filed a Form D with the SEC on March 12, 2021 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.
Is Bourne Seniors Housing V, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Bourne Seniors Housing V, LLC filed a Form D with the SEC on March 12, 2021 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 $47,961,994 sold to 376 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 Bourne Seniors Housing V, LLC 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 Bourne Seniors Housing V, LLC 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 Bourne Seniors Housing V, LLC raised?
Bourne Seniors Housing V, LLC reported $47,961,994 sold from 376 investors of a $75,000,000 total offering as of the Form D filed March 12, 2021.
Who can invest in Bourne Seniors Housing V, LLC?
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 $25,000.
What is the minimum investment in Bourne Seniors Housing V, LLC?
The Form D lists $25,000 as the minimum investment accepted from any outside investor as of March 12, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Bourne Seniors Housing V, LLC and how are they paid?
The Form D names Cobalt Capital, Inc. (CRD 136161), associated with None; Alan R. Druckenmiller (CRD 5191639), associated with Advisory Group Equity Services Ltd.; Rodney Bahy Ibrahim (CRD 4358176), associated with Aegis Capital Corp.; Jason Corey Griggs (CRD 4795395), associated with Arkadios Capital and 36 others as recipients of sales compensation soliciting in all states.
Who is behind Bourne Seniors Housing V, LLC?
The Form D lists 6 related persons: Robert A. Bourne, executive officer; R. Kyle Bourne, executive officer; Michael C. Kelley, executive officer; Samuel C. Spears, executive officer; Bourne Seniors Housing Manager V, LLC C. Bourne Seniors Housing Manager V, LLC, promoter; Bourne Financial Group, LLC C. Bourne Financial Group, LLC, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Bourne Seniors Housing V, LLC located?
The issuer's address on its SEC filings is 228 N. Park Avenue, Suite A, Winter Park, FL 32789. Its phone number of record is (407) 636-7226. It is organized under the laws of Delaware.
How long is the Bourne Seniors Housing V, LLC 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; 2 amendments are on record for this CIK.
What is Bourne Seniors Housing V, LLC's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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.