0000215674-23-000013.txt : 20231219 0000215674-23-000013.hdr.sgml : 20231219 20231219165348 ACCESSION NUMBER: 0000215674-23-000013 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MA-I INDIVIDUAL: JURAN,DAVID,BRAMLEY, FILED AS OF DATE: 20231219 DATE AS OF CHANGE: 20231219 FILER: COMPANY DATA: COMPANY CONFORMED NAME: COLLIERS SECURITIES LLC CENTRAL INDEX KEY: 0000215674 ORGANIZATION NAME: IRS NUMBER: 411883794 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-04261 FILM NUMBER: 231498137 BUSINESS ADDRESS: STREET 1: 90 SOUTH SEVENTH STREET STREET 2: SUITE 4300 CITY: MINNEAPOLIS STATE: MN ZIP: 55402-4108 BUSINESS PHONE: 612-376-4060 MAIL ADDRESS: STREET 1: 90 SOUTH SEVENTH STREET STREET 2: SUITE 4300 CITY: MINNEAPOLIS STATE: MN ZIP: 55402-4108 FORMER COMPANY: FORMER CONFORMED NAME: DOUGHERTY & COMPANY LLC DATE OF NAME CHANGE: 20200306 FORMER COMPANY: FORMER CONFORMED NAME: DOUGHERTY & Co LLC DATE OF NAME CHANGE: 20200225 FORMER COMPANY: FORMER CONFORMED NAME: DOUGHERTY & COMPANY LLC DATE OF NAME CHANGE: 20020309 MA-I/A 1 primary_doc.xml MA-I/A 0000215674 XXXXXXXX Tom Steichen 612-376-4060 tom.steichen@colliers.com Lora.Herman@colliers.com N 0000215674-20-000023 N DAVID BRAMLEY JURAN 2166483 N 1 0000215674 COLLIERS SECURITIES LLC 03-11-2002 N 07-25-2014 0000215674 LOCATED 03-11-2002 90 SOUTH SEVENTH ST- STE 4300 MINNEAPOLIS MN 55402-4108 SUPERVISED 03-11-2002 90 SOUTH SEVENTH STREET - STE 4300 MINNEAPOLIS MN 55402-4108 03-2002 COLLIERS SECURITIES LLC MINNEAPOLIS MN 55402 Y Y Chairman of the Board Y 06-2005 BRIDGEWATER BANCSHARES, INC. 3800 AMERICAN BOULEVARD WEST BLOOMINGTON MN 55431 N Y A PRIVATELY HELD BANK HOLDING COMPANY LESS THAN 5% PASSIVE OWNER; DIRECTOR 2 ATTEND MEETINGS 08-2009 BRIDGEWATER BANK 3800 AMERICAN BOULEVARD WEST BLOOMINGTON MN 55431 N Y BANK DIRECTOR 3 ATTEND MONTHLY BOARD MEETINGS 05-2010 GREENWOOD PROPERTIES LLC N/A EXCELSIOR MN 55331 N Y REAL ESTATE PARTNERSHIP 11% PASSIVE OWNER 0 NONE 09-2006 MINNESOTA ATTAINABLE HOUSING CORPORATION 4725 EXCELSIOR BOULEVARD MINNEAPOLIS MN 55416 N Y A TAX EXEMPT CHARITABLE ORGANIZATION THAT IS A LIMITED PARTNER IN PRODUCING AFFORDABLE HOUSING DIRECTOR 2 ATTEND QUARTERLY BOARD MEETINGS 10-2008 WEST SUBURBAN VII LLC N/A MINNEAPOLIS MN 55402 N Y GENERAL PARTNER OF WEST SUBURBAN PARTNERS VII LIMITED PARTNERSHIP, A REAL ESTATE ENTITY 40% PASSIVE OWNER 2 REVIEW FINANCIALS 10-2007 MARCY'S LLC, O'GRADY LLC, BRAMLEY LLC, BIRCHWOOD LLC AND PRAIRIE HOMES LLC N/A FARGO ND 58104 N Y OWN RENTAL HOUSING IN ND, SD AND MT AND A RENTAL MANAGEMENT FIRM IN ND 50% PASSIVE OWNER 0 OCCASIONAL TELEPHONE CALLS 03-2014 MINNETONKA CREEK LLC N/A MINNETONKA MN 55345 N Y REAL ESTATE DEVELOPMENT 50% OWNER AND OFFICER 2 ATTEND MEETINGS AND REVIEW FINANCIALS 03-2002 AFFILIATED COMPANIES 90 SOUTH SEVENTH STREET - STE 4300 MINNEAPOLIS MN 55402 N N MORTGAGE LENDERS and financing OWNERSHIP INTEREST AND OFFICER ROLES 80 MANAGEMENT OF ENTITIES 12-2014 Stinson TIF Partners LLC 1684 Celia Road Mendota Heights MN 55118 N Y Investment in a TIF Note 60% Owner and Chief Manager 0 Chief Manager for term of 13 years 01-2014 D & T LLC/Mandalay Apartments 17817 Coit Road Dallas TX 75252 N Y Apartment Building in Dallas, TX 3% of Total Project 0 none 06-2016 169/55 LLC Home address Wayzata MN 55391 N Y Owns 157 unit apartment building in Plymouth, Minnesota 50% Owner 2 Partner 07-2016 Summit Academy 935 Olsen Memorial Hwy Minneapolis MN 55405 N N Employee Training Director 4 Board Member 12-2016 Calhoun Towers LLC 3430 List Place Minneapolis MN 55402 N Y Ownership of Calhoun Towers Apartments and Excess Land Approximately 17% Owner 2 None 11-2017 North Shore Development Partners LLC N/A Wayzata MN 55391 N Y Entity was created to hire an employee to direct real estate investments for another individual and self. 50% owner 4 Owner 04-2018 275 Lake LLC 275 Lake Street Wayzata MN 55391 N Y Residential real estate development Partial owner 4 partial owner N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 12-19-2023 Tom Steichen EVP, CCO & General Counsel