0001794982-19-000001.txt : 20191125 0001794982-19-000001.hdr.sgml : 20191125 20191125145931 ACCESSION NUMBER: 0001794982-19-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20191125 DATE AS OF CHANGE: 20191125 EFFECTIVENESS DATE: 20191125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BR Westerly, DST CENTRAL INDEX KEY: 0001794982 IRS NUMBER: 846723046 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-354167 FILM NUMBER: 191245597 BUSINESS ADDRESS: STREET 1: 1345 AVENUE OF THE AMERICAS, 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10105 BUSINESS PHONE: (212) 843-1601 MAIL ADDRESS: STREET 1: 1345 AVENUE OF THE AMERICAS, 32ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10105 D 1 primary_doc.xml X0708 D LIVE 0001794982 BR Westerly, DST 1345 AVENUE OF THE AMERICAS, 32ND FLOOR NEW YORK NY NEW YORK 10105 (212) 843-1601 DELAWARE None None Other Delaware statutory trust true 2019 R. Ramin Kamfar 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Founder and Chief Executive Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Joshua M. Hoffman 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer President of Bluerock Value Exchange, LLC, the Sponsor. Jordan B. Ruddy 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Chief Operating Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Michael L. Konig 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Senior Vice President - General Counsel of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Ryan S. MacDonald 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Chief Acquisitions Officer of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Sarah Girand 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Senior Vice President - Asset Management of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. Caroline Johnson 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Vice President - Finance of Bluerock Real Estate, L.L.C., an affiliate of the Sponsor. BR Westerly DST Manager LLC 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Executive Officer Manager of the Issuer and an affiliate of the Sponsor. Bluerock Value Exchange LLC 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Promoter Sponsor. Bluerock Real Estate L.L.C. 1345 Avenue of the Americas, 32nd Floor New York NY NEW YORK 10105 Promoter An affiliate of the Sponsor. Residential Decline to Disclose 06b false 2019-11-15 true true Beneficial interests in a Delaware statutory trust. false 100000 Bluerock Capital Markets LLC 136974 None None 4100 Newport Place Suite 720 Newport Beach CA CALIFORNIA 92660 All States false EMERSON EQUITY LLC 130032 None None 155 BOVET ROAD, SUITE 725 SAN MATEO CA CALIFORNIA 94402 All States false CAMBRIDGE INVESTMENT RESEARCH, INC. 39543 None None 1776 PLEASANT PLAIN RD. FAIRFIELD IA IOWA 52556-8757 All States false COURTLANDT SECURITIES CORPORATION 137356 None None 18218 MCDURMOTT SUITE A IRVINE CA CALIFORNIA 92614 AZ ARIZONA CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS NV NEVADA NC NORTH CAROLINA TX TEXAS WA WASHINGTON false GREAT POINT CAPITAL LLC 114203 None None 200 WEST JACKSON BLVD. SUITE 1000 CHICAGO IL ILLINOIS 60606 AL ALABAMA AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA 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 WI WISCONSIN false LIGHTPATH CAPITAL, INC 34617 None None 1453 THIRD STREET PROMENADE SUTIE 315 LOS ANGELES CA CALIFORNIA 90401 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA IL ILLINOIS KY KENTUCKY MA MASSACHUSETTS MN MINNESOTA MT MONTANA NV NEVADA NH NEW HAMPSHIRE NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA OR OREGON TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. 18487 None None 4250 VETERANS MEMORIAL HIGHWAY 4TH FLOOR EAST HOLBROOK NY NEW YORK 11741 All States false 38053704 999428 37054276 false 4 2815974 true 0 true Sales Commissions up to $2,283,222 and Managing Broker-Dealer Fee up to $532,752. 228322 true Organization and Offering Expenses reimbursable to Bluerock Value Exchange, LLC, the Sponsor, and its affiliates. false BR Westerly, DST Joshua M. Hoffman Joshua M. Hoffman President of Bluerock Value Exchange, LLC 2019-11-25