4900 Portfolio LLC is a real estate fund based in Austin, Texas. According to its most recent Form D, filed Aug 6, 2020, it has sold $13,825,000 of interests to 97 investors since its first sale in Jul 2020. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include David Shippy.
- Total raised
- $13,825,000Cumulative sales reported on Form D
- Investors
- 97
- First sale
- Jul 27, 2020
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- David Shippy
- Latest Form D
- Aug 6, 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 4900 Portfolio LLC
What is the minimum investment for 4900 Portfolio LLC?
According to its latest Form D, filed Aug 6, 2020, the minimum investment 4900 Portfolio LLC accepts from an outside investor is $50,000.
Who can invest in 4900 Portfolio LLC?
4900 Portfolio LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has 4900 Portfolio LLC raised?
4900 Portfolio LLC reports $13,825,000 sold from 97 investors on its Form D filed Aug 6, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is 4900 Portfolio LLC based?
4900 Portfolio LLC is based in Austin, Texas.
When did 4900 Portfolio LLC launch?
4900 Portfolio LLC reports its first sale in Jul 2020.
Size compared with every real estate fund
Raised more than 89% of the 1,421 real estate funds based in Texas, and more than 83% of all 7,337 that report sales.