What amount sold does BERGEYS REALTY CO report in Form D filings?

The latest linked filings report $24.9M sold across 7 identified offering(s). 0 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was BERGEYS REALTY CO's most recent SEC filing?

BERGEYS REALTY CO's most recent Form D filing was on 2023-11-30.

How many investors does BERGEYS REALTY CO have?

The most recent Form D filing lists 43 investor(s).

What type of securities does BERGEYS REALTY CO offer?

BERGEYS REALTY CO's SEC Form D filings indicate debt offerings.

BERGEYS REALTY CO

CIK: 0001433864·Other Real Estate·SOUDERTON, PA·Limited Partnership

Reported Sold

$24,855,726

Total Filings

Identified Offerings

Last Filed

Nov 30, 2023

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately.

About

Company in Other Real Estate industry

SEC EDGAR

Offering filing timeline

Nov 30, 2023Form D/A — Amendment

Reported sold: $6,173,597 · Target: $8,000,000

Rule 506(b)·43 investors

Changed: Reported amount sold, Reported investors

Nov 16, 2022Form D/A — Amendment

Reported sold: $3,220,786 · Target: $8,000,000

Rule 506(b)·23 investors

Changed: Reported amount sold, Reported investors

Nov 18, 2021Form D — New notice

Reported sold: $0 · Target: $8,000,000

Rule 506(b)·0 investors

Oct 20, 2020Form D/A — Amendment

Reported sold: $6,425,790 · Target: $7,500,000

Rule 506(b)·55 investors

Changed: Reported amount sold, Reported investors

Jun 30, 2020Form D/A — Amendment

Reported sold: $3,478,259 · Target: $6,000,000

Rule 506(b)·38 investors

Changed: Reported amount sold, Reported investors

Oct 21, 2019Form D/A — Amendment

Reported sold: $3,283,713 · Target: $7,500,000

Rule 506(b)·24 investors

Changed: Reported amount sold, Reported investors

Jun 12, 2019Form D/A — Amendment

Reported sold: $1,091,416 · Target: $6,000,000

Rule 506(b)·19 investors

Changed: Reported amount sold, Reported investors

Nov 19, 2018Form D — New notice

Reported sold: $0 · Target: $7,500,000

Rule 506(b)·0 investors

Jun 27, 2018Form D — New notice

Reported sold: $0 · Target: $6,000,000

Rule 506(b)·0 investors

May 22, 2018Form D/A — Amendment

Reported sold: $4,670,577 · Target: $8,000,000

Rule 506(b)·46 investors

Changed: Reported amount sold, Reported investors

Jul 6, 2017Form D — New notice

Reported sold: $663,371 · Target: $8,000,000

Rule 506(b)·3 investors

Aug 10, 2015Form D — New notice

Reported sold: $50,000 · Target: $3,000,000

Rule 506(b)·1 investor

Jan 7, 2014Form D/A — Amendment

Reported sold: $3,967,503 · Target: $10,000,000

Rule 506(b)·49 investors

Changed: Reported amount sold, Reported investors, Exemptions

Jan 18, 2013Form D — New notice

Reported sold: $168,053 · Target: $10,000,000

Rule 506·3 investors

Aug 11, 2010Form D — New notice

Reported sold: $90,000 · Target: $5,000,000

Rule 506·1 investor

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

Decline to Disclose

Reported commissions across identified offerings

Amendment Rate

53%

Latest reported sold across 7 identified offerings

$24,855,726

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

Key People

ROBERT M. YOTHERS

Related Person

Appears on 13 filings

Mark J Bergey

Related Person

Appears on 13 filings

GLENN BERGEY

Related Person

Appears on 13 filings

L. DUANE BERGEY

Related Person

Appears on 13 filings

RUTH ANN B. BERGEY

Related Person

Appears on 10 filings

BERGEYS REALTY GP LLC

Related Person

Appears on 10 filings

LESTER BERGEY

Related Person

Appears on 5 filings

Ruth Ann Bergey

Related Person

Appears on 3 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Nov 30, 2023	Amendment	$8,000,000	$6,173,597	43
Nov 16, 2022	Amendment	$8,000,000	$3,220,786	23
Nov 18, 2021	New	$8,000,000	$0	0
Oct 20, 2020	Amendment	$7,500,000	$6,425,790	55
Jun 30, 2020	Amendment	$6,000,000	$3,478,259	38
Oct 21, 2019	Amendment	$7,500,000	$3,283,713	24
Jun 12, 2019	Amendment	$6,000,000	$1,091,416	19
Nov 19, 2018	New	$7,500,000	$0	0
Jun 27, 2018	New	$6,000,000	$0	0
May 22, 2018	Amendment	$8,000,000	$4,670,577	46
Jul 6, 2017	New	$8,000,000	$663,371	3
Aug 10, 2015	New	$3,000,000	$50,000	1
Jan 7, 2014	Amendment	$10,000,000	$3,967,503	49
Jan 18, 2013	New	$10,000,000	$168,053	3
Aug 11, 2010	New	$5,000,000	$90,000	1

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

875 Mill Road, LP

Other Real Estate

Offering target: $7,180,000

Filed Oct 6, 2026