AltMountain

520 S. Caroline, LLC

Forest Hill, MD · CIK 1765160
Status: no Form D since Apr 2019. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

520 S. Caroline, LLC is a real estate fund based in Forest Hill, Maryland. According to its most recent Form D, filed Apr 25, 2019, it has sold $1,300,000 of interests to 7 investors since its first sale in Dec 2018. 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 Marshall Klein.

Total raised
$1,300,000Cumulative sales reported on Form D
Investors
7
First sale
Dec 1, 2018
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Marshall Klein
Latest Form D
Apr 25, 2019

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 520 S. Caroline, LLC

What is the minimum investment for 520 S. Caroline, LLC?

According to its latest Form D, filed Apr 25, 2019, the minimum investment 520 S. Caroline, LLC accepts from an outside investor is $50,000.

Who can invest in 520 S. Caroline, LLC?

520 S. Caroline, 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 520 S. Caroline, LLC raised?

520 S. Caroline, LLC reports $1,300,000 sold from 7 investors on its Form D filed Apr 25, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is 520 S. Caroline, LLC based?

520 S. Caroline, LLC is based in Forest Hill, Maryland.

When did 520 S. Caroline, LLC launch?

520 S. Caroline, LLC reports its first sale in Dec 2018.

Size compared with every real estate fund

Raised more than 56% of the 201 real estate funds based in Maryland, and more than 37% of all 7,321 that report sales.

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