1031 Xchange Trust I is a private equity fund based in Fairway, Kansas. According to its most recent Form D, filed Jun 24, 2020, it has sold $8,874,337 of interests to 17 investors since its first sale in Jul 2018. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Kyle Siner; Terrence Anderson; Platform Investments, LLC.
- Total raised
- $8,874,337Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Jul 2, 2018
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Kyle Siner; Terrence Anderson; Platform Investments, LLC
- Latest Form D
- Jun 24, 2020
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about 1031 Xchange Trust I
What is the minimum investment for 1031 Xchange Trust I?
According to its latest Form D, filed Jun 24, 2020, the minimum investment 1031 Xchange Trust I accepts from an outside investor is $50,000.
Who can invest in 1031 Xchange Trust I?
1031 Xchange Trust I is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has 1031 Xchange Trust I raised?
1031 Xchange Trust I reports $8,874,337 sold from 17 investors on its Form D filed Jun 24, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is 1031 Xchange Trust I based?
1031 Xchange Trust I is based in Fairway, Kansas.
When did 1031 Xchange Trust I launch?
1031 Xchange Trust I reports its first sale in Jul 2018.
Size compared with every private equity fund
Raised more than 43% of the 7 private equity funds based in Kansas, and more than 41% of all 8,896 that report sales.