0001601708-15-000002.txt : 20150309
0001601708-15-000002.hdr.sgml : 20150309
20150309161957
ACCESSION NUMBER: 0001601708-15-000002
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
FILED AS OF DATE: 20150309
DATE AS OF CHANGE: 20150309
EFFECTIVENESS DATE: 20150309
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Walton U. S. Land Fund 5, LP
CENTRAL INDEX KEY: 0001601708
IRS NUMBER: 300806696
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-212883
FILM NUMBER: 15685418
BUSINESS ADDRESS:
STREET 1: 4800 N. SCOTTSDALE RD.
STREET 2: STE. 4000
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85251
BUSINESS PHONE: 602-264-1298
MAIL ADDRESS:
STREET 1: 4800 N. SCOTTSDALE RD.
STREET 2: STE. 4000
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85251
D/A
1
primary_doc.xml
X0707
D/A
LIVE
0001601708
Walton U. S. Land Fund 5, LP
4800 N. SCOTTSDALE RD.
STE. 4000
SCOTTSDALE
AZ
ARIZONA
85251
602-264-1298
DELAWARE
None
None
Limited Partnership
true
2013
Ed
Fleming
11800 Sunrise Valley Dr.
Ste. 300
Reston
VA
VIRGINIA
20191
Executive Officer
Director
Executive Officer and Director of the Manager of the General Partner of the Issuer.
Robert
D.
Leinbach
4800 N. Scottsdale Rd.
Ste. 4000
Scottsdale
AZ
ARIZONA
85251
Director
Director of the Manager of the General Partner of the Issuer.
Matthew
M.
Keister
4800 N. Scottsdale Rd.
Ste. 4000
Scottsdale
AZ
ARIZONA
85251
Executive Officer
Director
Executive Officer and Director of the Manager of the General Partner of the Issuer.
Gordon
A.
Price
4800 N. Scottsdale Rd.
Ste. 4000
Scottsdale
AZ
ARIZONA
85251
Executive Officer
Executive Officer of the Manager of the General Partner of the Issuer.
Other Real Estate
Not Applicable
- 06b
true
0001601708-15-000001
2014-07-03
true
true
false
50000
Walton Securities, Inc.
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4800 N. Scottsdale Rd.
Ste. 4000
Scottsdale
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1st Global Capital Corp.
30349
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None
12750 Merit Dr.
Ste. 1200
Dallas
TX
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75251
CA
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American Portfolios Financial Services
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None
None
4250 Veterans Memorial Highway
Ste. 420E
Holbrook
NY
NEW YORK
11741
FL
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Arrow Private Wealth
166258
None
None
825 Market Street, Bldg. M
Ste. 250
Allen
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TEXAS
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TX
TEXAS
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Ausdal Financial Partners
7995
None
None
220 N. Main St.
Ste. 400
Davenport
IA
IOWA
52801
AZ
ARIZONA
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MINNESOTA
OH
OHIO
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Austin Wealth Management, LLC
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None
None
3307 Northland Dr.
Ste. 100
Austin
TX
TEXAS
78731
TX
TEXAS
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Biltmore Wealth Advisors, LLC
165557
None
None
7373 E. Doubltree Ranch Rd.
Ste. 200
Scottsdale
AZ
ARIZONA
85258
AZ
ARIZONA
false
Capital Financial Services
8408
None
None
One Main Street North
Minot
ND
NORTH DAKOTA
58703
WI
WISCONSIN
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Centaurus Financial Inc.
30833
None
None
2300 E. Katella Ave.
Ste. 200
Anaheim
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MI
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Clien One Securities, LLC
152974
None
None
11460 Tomahawk Creek Pkwy
Ste. 100
Leawood
KS
KANSAS
66211
TX
TEXAS
false
Coastal Equities, Inc.
23769
None
None
1201 N. Orange St.
Ste. 729
Wilmington
DE
DELAWARE
19801
CA
CALIFORNIA
MO
MISSOURI
NJ
NEW JERSEY
NY
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Coastal Investment Advisors
105243
None
None
1201 N. Orange St.
Ste. 729
Wilmington
DE
DELAWARE
19801
NJ
NEW JERSEY
false
Concierge Private Wealth Management, LLC
152886
None
None
1112 W. Main St.
Ste. 105
Boise
ID
IDAHO
83702
LA
LOUISIANA
false
Concorde Investment Services, LLC
151604
None
None
1120 East Long Lake Road
Suite 100
Troy
MI
MICHIGAN
48085
CA
CALIFORNIA
MN
MINNESOTA
false
Cornerstone Investment Services
129164
None
None
245 Waterman Street
Suite 301
Providence
RI
RHODE ISLAND
02906
CA
CALIFORNIA
CO
COLORADO
NC
NORTH CAROLINA
SC
SOUTH CAROLINA
false
Crown Capital Securities LP
6312
None
None
725 Town & Country Rd.
Ste. 530
Orange
CA
CALIFORNIA
92868
CA
CALIFORNIA
MN
MINNESOTA
MO
MISSOURI
OR
OREGON
false
DH Hill Securities
41528
None
None
7821 FM 1960 East
Suite B
Humble
TX
TEXAS
77346
TN
TENNESSEE
false
EHD Advisory Services Inc.
127155
None
None
115 E. King St.
Lancaster
PA
PENNSYLVANIA
17602
PA
PENNSYLVANIA
false
First Financial Equity Corporation
16507
None
None
73737 N. Scottsdale Rd.
Ste. D-120
Scottsdale
AZ
ARIZONA
85253
CA
CALIFORNIA
false
Geneos Wealth Management
120894
None
None
9055 East Mineral Circle
Suite 200
Centennial
CO
COLORADO
80112
TX
TEXAS
false
Girard Securities
18697
None
None
9560 Wapples Street
Suite B
San Diego
CA
CALIFORNIA
92121
AZ
ARIZONA
CA
CALIFORNIA
CO
COLORADO
ID
IDAHO
PA
PENNSYLVANIA
TX
TEXAS
UT
UTAH
VA
VIRGINIA
false
IMS Securities Inc.
35567
None
None
10205 Westheimer
Ste. 500
Houston
TX
TEXAS
77042
TX
TEXAS
false
Investacorp., Inc.
7684
None
None
4400 Biscayne Blvd.
Ste. 100
Mimai
FL
FLORIDA
33137
AZ
ARIZONA
CA
CALIFORNIA
NE
NEBRASKA
NY
NEW YORK
TN
TENNESSEE
false
JW Cole Financial Inc.
124583
None
None
4301 Anchor Plaza Prkwy
Ste. 450
Tampa
FL
FLORIDA
33634
AZ
ARIZONA
CA
CALIFORNIA
FL
FLORIDA
MN
MINNESOTA
NV
NEVADA
OR
OREGON
PA
PENNSYLVANIA
false
James Gilbert McClellan
114230
None
None
12926 Dairy Ashford Rd.
Ste. 100
Sugar Land
TX
TEXAS
77478-3294
TX
TEXAS
false
Kaizen Financial Advisors, LLC
155353
None
None
777 108th Avenue, NE
Ste. 1880
Bellevue
WA
WASHINGTON
98004
WA
WASHINGTON
false
Kalos Capital Inc.
44337
None
None
Parkside Terrace West, 3780 Mansell Rd.
Ste. 150
Alpharetta
GA
GEORGIA
30022
CO
COLORADO
FL
FLORIDA
NJ
NEW JERSEY
NC
NORTH CAROLINA
OH
OHIO
TN
TENNESSEE
WA
WASHINGTON
WI
WISCONSIN
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KDWallStreet Investment Advisors, LLC
141204
None
None
1251 SW Arrowhead Rd.
Ste. 102
Topeka
KS
KANSAS
66604
KS
KANSAS
false
LD Lowe Wealth Advisory
136596
None
None
8330 LBJ Freeway
Ste. 500
Dallas
TX
TEXAS
75243
TX
TEXAS
false
Mallard Financial Partners
169009
None
None
750 Barksdale Rd.
Ste. 3
Newark
DE
DELAWARE
19711
DE
DELAWARE
false
Moloney Securities Co., LLC
38535
None
None
13537 Barrett Parkway Drive
Suite 300
Machester
MO
MISSOURI
63021
IL
ILLINOIS
IA
IOWA
NV
NEVADA
false
Momentum Advisors, LLC
159574
None
None
1120 Avenue of the Americas
4th Floor
New York
NY
NEW YORK
10036
NY
NEW YORK
false
Money Concepts Capital Corp.
12963
None
None
11440 N. Jog Rd.
Palm Beach Gardens
FL
FLORIDA
33418
CT
CONNECTICUT
FL
FLORIDA
KY
KENTUCKY
ME
MAINE
MO
MISSOURI
OH
OHIO
OR
OREGON
TX
TEXAS
false
Newport Coast Securities Inc.
16944
None
None
76 Beaver Street
10th Floor
New York
NY
NEW YORK
10005
NY
NEW YORK
false
Private Group Wealth Management, LLC
118231
None
None
221-A Louisiana Ave.
Corpus Christi
TX
TEXAS
78404
TX
TEXAS
false
ProEquities Inc.
15708
None
None
2801 Hwy 280 South
Birmingham
AL
ALABAMA
35223
AL
ALABAMA
AR
ARKANSAS
FL
FLORIDA
LA
LOUISIANA
MD
MARYLAND
MI
MICHIGAN
MN
MINNESOTA
MO
MISSOURI
NC
NORTH CAROLINA
OH
OHIO
PA
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SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
TX
TEXAS
false
Purshe Kaplan Sterling
35747
None
None
18 Corporate Woods Blvd.
Albany
NY
NEW YORK
12211
FL
FLORIDA
MI
MICHIGAN
MT
MONTANA
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Questar Capital Corporation
43100
None
None
5701 Golden Hills Drive
Minneapolis
MN
MINNESOTA
55416
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
KS
KANSAS
KY
KENTUCKY
ME
MAINE
MI
MICHIGAN
NJ
NEW JERSEY
TX
TEXAS
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WISCONSIN
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Richfield Orion International Inc.
24433
None
None
One Oakwood Park Plaza
Ste. 200
Castle Rock
CO
COLORADO
80104
CA
CALIFORNIA
false
RNB Wealth Management Group, LLC
148994
None
None
3451 NE 1st Ave.,
Ste. M-504
Miami
FL
FLORIDA
33137
FL
FLORIDA
NJ
NEW JERSEY
false
Rowland Carmichael Advisors Inc.
105766
None
None
7272 E. Indian School Road
Ste. 212
Scottsdale
AZ
ARIZONA
85251-3970
WA
WASHINGTON
false
Sagepoint Financial, Inc.
133763
None
None
2800 N. Central Ave.
Ste. 2100
Phoenix
AZ
ARIZONA
85004
AZ
ARIZONA
false
SCF Securities, Inc.
47275
None
None
155 E. Shaw Ave.,
Ste. 102
Fresno
CA
CALIFORNIA
93710
CA
CALIFORNIA
TX
TEXAS
false
Securities America, Inc.
10205
None
None
12325 Port Grace Blvd.
La Vista
NE
NEBRASKA
68128
IL
ILLINOIS
MT
MONTANA
OK
OKLAHOMA
false
Strategic Financial Alliance Inc.
126514
None
None
2200 Century Parkway
Suite 500
Atlanta
GA
GEORGIA
30345
CA
CALIFORNIA
GA
GEORGIA
HI
HAWAII
NC
NORTH CAROLINA
VA
VIRGINIA
false
Summit Brokerage Services
34643
None
None
595 S. Federal Hwy.
Ste. 500
Boca Raton
FL
FLORIDA
33432
AL
ALABAMA
MI
MICHIGAN
MO
MISSOURI
NJ
NEW JERSEY
PA
PENNSYLVANIA
false
Tital Securities
131392
None
None
14801 Quorum Dr.,
Ste. 260
Dallas
TX
TEXAS
75254
MO
MISSOURI
false
TransAM Securities, Inc.
18923
None
None
1111 Douglas Ave.
Altamont Springs
FL
FLORIDA
32714
FL
FLORIDA
false
Triad Advisors Inc.
25803
None
None
5185 Peachtree Pkwy
Ste. 280
Norcross
GA
GEORGIA
30092
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
GA
GEORGIA
MI
MICHIGAN
NJ
NEW JERSEY
OH
OHIO
TX
TEXAS
false
United Planners Financial Services
20804
None
None
7333 E. Doubletree Ranch Rd.
Ste. 120
Scottsdale
AZ
ARIZONA
85258
AZ
ARIZONA
CA
CALIFORNIA
CO
COLORADO
FL
FLORIDA
IL
ILLINOIS
IA
IOWA
KS
KANSAS
ME
MAINE
MD
MARYLAND
MA
MASSACHUSETTS
NJ
NEW JERSEY
OR
OREGON
PA
PENNSYLVANIA
TN
TENNESSEE
VA
VIRGINIA
WA
WASHINGTON
WI
WISCONSIN
false
WNA Wealth Advisors Inc.
106792
None
None
120 E. Ogden Ave.
Ste. 120
Hinsdale
IL
ILLINOIS
60521
IL
ILLINOIS
false
100000000
28898450
71101550
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379
7000000
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28112788
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Acquisition of interest in real property owned by a subsidiary of the promoter; management fee reserve
false
Walton U. S. Land Fund 5, LP
Gordon A. Price
Gordon A. Price
CFO, Walton Land Management (USA), Inc., Mgr. of GP
2015-02-19