0001715336-17-000001.txt : 20170829 0001715336-17-000001.hdr.sgml : 20170829 20170829151528 ACCESSION NUMBER: 0001715336-17-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20170829 DATE AS OF CHANGE: 20170829 EFFECTIVENESS DATE: 20170829 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BR Sonoma Pointe, DST CENTRAL INDEX KEY: 0001715336 IRS NUMBER: 826359553 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-293681 FILM NUMBER: 171057666 BUSINESS ADDRESS: STREET 1: 712 FIFTH AVENUE, 9TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 843-1601 MAIL ADDRESS: STREET 1: 712 FIFTH AVENUE, 9TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 D 1 primary_doc.xml X0708 D LIVE 0001715336 BR Sonoma Pointe, DST 712 FIFTH AVENUE, 9TH FLOOR NEW YORK NY NEW YORK 10019 (212) 843-1601 DELAWARE None None Other Delaware Statutory Trust true 2017 Ramin R Kamfar 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Founder & CEO Jordan B Ruddy 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Chief Operating Officer Michael L Konig 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Senior Vice President--General Counsel Ryan S MacDonald 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Managing Director--Investments Christopher J Vohs 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Chief Accounting Officer Patricia S Anderson 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Vice President--Property Management BR Sonoma Pointe DST Manager LLC 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Executive Officer Manager of the Issuer Bluerock Value Exchange LLC 712 Fifth Avenue, 9th Floor New York NY NEW YORK 10019 Promoter Sponsor of the Issuer Residential Decline to Disclose 06b false 2017-08-14 true true Beneficial Interests in a Delaware Statutory Trust false 100000 INTERNATIONAL ASSETS ADVISORY, LLC 10645 None None 390 NORTH ORANGE AVENUE STE 750 ORLANDO FL FLORIDA 32801 All States false SANDLAPPER SECURITIES, LLC 137906 None None SANDLAPPER FINANCIAL CENTER 800 E. NORTH STREET, 2ND FLOOR GREENVILLE SC SOUTH CAROLINA 29601 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false PRIMEX 29394 None None 54 WEST 21ST STREET 12TH FLOOR NEW YORK NY NEW YORK 10010 All States false MCDERMOTT INVESTMENT SERVICES, LLC 154926 None None 26 WEST BROAD STREET BETHLEHEM PA PENNSYLVANIA 18018 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false LIGHTPATH CAPITAL, INC 34617 None None 1453 THIRD STREET PROMENADE SUTIE 315 LOS ANGELES CA CALIFORNIA 90401 AZ ARIZONA CA CALIFORNIA FL FLORIDA MN MINNESOTA NV NEVADA NH NEW HAMPSHIRE NY NEW YORK OK OKLAHOMA OR OREGON TX TEXAS WA WASHINGTON false EMERSON EQUITY LLC 130032 None None 155 BOVET ROAD SUITE 725 SAN MATEO CA CALIFORNIA 94402 All States false CONCORDE INVESTMENT SERVICES, LLC 151604 None None 19500 VICTOR PARKWAY SUITE 550 LIVONIA MI MICHIGAN 48152 All States false CAPULENT LLC 155155 None None 4144 N 44TH STREET STE 3 PHOENIX AZ ARIZONA 98018 AK ALASKA AZ ARIZONA CA CALIFORNIA GA GEORGIA IA IOWA LA LOUISIANA NY NEW YORK NC NORTH CAROLINA OH OHIO false BOUSTEAD SECURITIES, LLC 141391 None None 6 VENTURE SUITE 325 IRVINE CA CALIFORNIA 92618 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA IL ILLINOIS IA IOWA LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false COURTLANDT SECURITIES CORPORATION 137356 None None 18218 MCDURMOTT SUITE A IRVINE CA CALIFORNIA 92614 AZ ARIZONA CA CALIFORNIA FL FLORIDA NV NEVADA NC NORTH CAROLINA TX TEXAS WA WASHINGTON false 18803951 6664211 12139740 false 11 1391492 true 0 112824 true Organization and Offering Expenses reimbursable to Bluerock Value Exchange, LLC, the Sponsor. false BR Sonoma Pointe, DST Michael L. Konig Michael L. Konig Senior Vice President 2017-08-29