SEC filing record
Primary Source · SEC.gov

Bridge Workforce & Affordable Housing Fund II REIT, Inc

2021 vintageRule 506(b), Section 3(c), Section 3(c)(7)Filing record

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

$125K

Investors

—

Min Invest

$1,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Bridge Workforce & Affordable Housing Fund II REIT, Inc is a Maryland corporation that filed a Form D with the SEC on December 20, 2021 in the REITS and Finance industry group. The offering claims Rule 506(b), Section 3(c), Section 3(c)(7) and covers equity. Bridge Workforce & Affordable Housing Fund II REIT, Inc reported $125,000 sold of a $125,000 total offering as of the Form D filed December 20, 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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000. The Form D names Iroquois Capital Advisors, LLC (CRD 145236), associated with None as the recipient of sales compensation soliciting in FL, TN. The issuer's address of record is 111 E Sego Lily Drive, Suite 400, Sandy, UT 84070.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001900266
Entity NameBridge Workforce & Affordable Housing Fund II REIT, Inc
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeCorporation
Jurisdiction of OrganizationMaryland
Issuer Address111 E Sego Lily Drive, Suite 400, Sandy, UT 84070
Phone(801) 506-1463
Industry / Fund TypeREITS and Finance
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypeEquity
First Sale DateDecember 17, 2021
Filing DateDecember 20, 2021
Accession Number0001900169-21-000004
Total Offering Amount$125,000
Total Amount Sold$125,000
Amount Remaining$0
Total Investors—
Non-Accredited InvestorsNone
Minimum Investment$1,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)UT
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

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0 watch · 0 info

Statements extracted

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none on file

NAV prints

0

none on file

Offering chains

1

closed

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Fund family Part of the Bridge Workforce & Affordable Housing Fund REIT family: 3 vehicles across 2 generations · full family and the filing behind each link in the terminal

Investor

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Bridge Workforce & Affordable Housing Fund II GP LLC

Promoter · Sandy, UT

The Fund's General Partner.

Dean Allara

Executive Officer · San Mateo, CA

Brock Andrus

Executive Officer · Sandy, UT

Matthew DeGraw

Executive Officer · Sandy, UT

Inna Khidekel

Executive Officer · New York, NY

Russell Minnick

Executive Officer · Sandy, UT

Robert Morse

Executive Officer · New York, NY

Jonathan Slager

Executive Officer · Sandy, UT

Danuel Stanger

Executive Officer · Sandy, UT

Richard Stayner

Executive Officer · Sandy, UT

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.

Iroquois Capital Advisors, LLCCRD 145236 on BrokerCheck

Associated broker-dealer: None · Nashville, TN · Soliciting in FL, TN

Questions About Bridge Workforce & Affordable Housing Fund II REIT, Inc

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Bridge Workforce & Affordable Housing Fund II REIT, Inc?

Bridge Workforce & Affordable Housing Fund II REIT, Inc is a Maryland corporation that filed a Form D with the SEC on December 20, 2021 in the REITS and Finance industry group. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity.

Is Bridge Workforce & Affordable Housing Fund II REIT, Inc legit?

AltStreet does not rate legitimacy; it reports the public record. Bridge Workforce & Affordable Housing Fund II REIT, Inc filed a Form D with the SEC on December 20, 2021 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $125,000 sold. 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 Bridge Workforce & Affordable Housing Fund II REIT, Inc 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 Bridge Workforce & Affordable Housing Fund II REIT, Inc claimed Rule 506(b), Section 3(c), Section 3(c)(7) 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 Bridge Workforce & Affordable Housing Fund II REIT, Inc raised?

Bridge Workforce & Affordable Housing Fund II REIT, Inc reported $125,000 sold of a $125,000 total offering as of the Form D filed December 20, 2021.

Who can invest in Bridge Workforce & Affordable Housing Fund II REIT, Inc?

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. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000.

What is the minimum investment in Bridge Workforce & Affordable Housing Fund II REIT, Inc?

The Form D lists $1,000 as the minimum investment accepted from any outside investor as of December 20, 2021. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Bridge Workforce & Affordable Housing Fund II REIT, Inc and how are they paid?

The Form D names Iroquois Capital Advisors, LLC (CRD 145236), associated with None as the recipient of sales compensation soliciting in FL, TN.

Who is behind Bridge Workforce & Affordable Housing Fund II REIT, Inc?

The Form D lists 10 related persons: Bridge Workforce & Affordable Housing Fund II GP LLC, promoter (The Fund's General Partner); Dean Allara, executive officer; Brock Andrus, executive officer; Matthew DeGraw, executive officer; Inna Khidekel, executive officer; Russell Minnick, executive officer; Robert Morse, executive officer; Jonathan Slager, executive officer, and 2 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Bridge Workforce & Affordable Housing Fund II REIT, Inc located?

The issuer's address on its SEC filings is 111 E Sego Lily Drive, Suite 400, Sandy, UT 84070. Its phone number of record is 801-506-1463. It is organized under the laws of Maryland.

How long is the Bridge Workforce & Affordable Housing Fund II REIT, Inc offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

What is Bridge Workforce & Affordable Housing Fund II REIT, Inc'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.