What amount sold does South Bend Retirement, L.L.C. report in Form D filings?

The latest linked filings report $4.1M sold across 1 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 South Bend Retirement, L.L.C.'s most recent SEC filing?

South Bend Retirement, L.L.C.'s most recent Form D filing was on 2015-01-09.

How many investors does South Bend Retirement, L.L.C. have?

The most recent Form D filing lists 71 investor(s).

What type of securities does South Bend Retirement, L.L.C. offer?

South Bend Retirement, L.L.C.'s SEC Form D filings indicate equity offerings.

South Bend Retirement, L.L.C.

CIK: 0001613772·Other Health Care·ABERDEEN, SD·Limited Liability Company·Founded 2013

Reported Sold

$4,074,000

Total Filings

Identified Offerings

Last Filed

Jan 9, 2015

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 Health Care industry

SEC EDGAR

Offering filing timeline

Jan 9, 2015Form D/A — Amendment

Reported sold: $4,074,000 · Target: $4,074,000

Rule 506(b)·71 investors

Changed: Reported amount sold, Reported investors

Jul 15, 2014Form D — New notice

Reported sold: $1,843,000 · Target: $4,074,000

Rule 506(b)·38 investors

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

No Revenues

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 1 identified offering

$4,074,000

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

James L Thares

Related Person

Appears on 2 filings

William J Schaefbauer

Related Person

Appears on 2 filings

BRIAN MORGAN

Related Person

Appears on 2 filings

McNeary W Mark

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 9, 2015	Amendment	$4,074,000	$4,074,000	71
Jul 15, 2014	New	$4,074,000	$1,843,000	38

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.

Norman Retirement, LLC

Other Health Care

Offering target: $3,700,000

Filed Sep 10, 2026