What amount sold does National CCRC Business Trust I report in Form D filings?

The latest linked filings report $100M 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 National CCRC Business Trust I's most recent SEC filing?

National CCRC Business Trust I's most recent Form D filing was on 2024-09-09.

National CCRC Business Trust I

CIK: 0001777380·Pooled Investment Fund·Washington, DC·Other

Reported Sold

$100,000,000

Total Filings

Identified Offerings

Last Filed

Sep 9, 2024

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 Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

Sep 9, 2024Form D/A — Amendment

Reported sold: $100,000,000 · Target: Indefinite

Rule 506(b)·0 investors·Section 3(c), Section 3(c)(1), Section 3(c)(10)

Changed: Reported amount sold, Reported investors

May 21, 2019Form D — New notice

Reported sold: $10,000,000 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(1), Section 3(c)(10)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 1 identified offering

$100,000,000

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

E. Michelle Bohreer

Related Person

Appears on 1 filing

Frederick W. Haas

Related Person

Appears on 1 filing

Theresa A. Pasley

Related Person

Appears on 1 filing

Barbara Bisgaier

Related Person

Appears on 1 filing

Eileen Erstad

Related Person

Appears on 1 filing

Zina Jacque

Related Person

Appears on 1 filing

Monty Leonard

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Sep 9, 2024	Amendment	Indefinite	$100,000,000	0
May 21, 2019	New	Indefinite	$10,000,000	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.

Epsilon Healthcare Innovation Fund II, LP

Pooled Investment Fund

Offering target: $50,000,000

Filed Oct 30, 2026