AltMountain

664 Oak Grove, LLC

Montecito, CA · CIK 1660739
Status: no Form D since Jan 2016. 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.

664 Oak Grove, LLC is a real estate fund based in Montecito, California. According to its most recent Form D, filed Jan 27, 2016, it has sold $775,000 of interests to 8 investors since its first sale in Jan 2016. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include James Knapp; Wayne Siemens.

Total raised
$775,000Cumulative sales reported on Form D
Investors
8
First sale
Jan 25, 2016
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
James Knapp; Wayne Siemens
Latest Form D
Jan 27, 2016

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 664 Oak Grove, LLC

What is the minimum investment for 664 Oak Grove, LLC?

According to its latest Form D, filed Jan 27, 2016, the minimum investment 664 Oak Grove, LLC accepts from an outside investor is $25,000.

Who can invest in 664 Oak Grove, LLC?

664 Oak Grove, 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 664 Oak Grove, LLC raised?

664 Oak Grove, LLC reports $775,000 sold from 8 investors on its Form D filed Jan 27, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is 664 Oak Grove, LLC based?

664 Oak Grove, LLC is based in Montecito, California.

When did 664 Oak Grove, LLC launch?

664 Oak Grove, LLC reports its first sale in Jan 2016.

Size compared with every real estate fund

Raised more than 46% of the 1,090 real estate funds based in California, and more than 29% of all 7,321 that report sales.

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