801 Grand
801 Grand is a private fund (mortgages) organized in Delaware, United States and advised by Principal Real Estate. Its adviser reported $21,212,646 in gross assets for the fund on Form ADV, filed Nov 11, 2024. It reported 2 beneficial owners. The minimum investment it accepts is $300,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $21,212,646As reported on Form ADV
- Beneficial owners
- 2
- Minimum investment
- $300,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private fundMORTGAGES
- Domicile
- Delaware, United States
- Auditor
- Ernst & Young
- Custodian
- Citibank, N.A.; Wells Fargo Bank, N.A.
- Adviser
- Principal Real Estate · DES Moines, IA · CRD 109008
- Reported on
- Nov 11, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about 801 Grand
What is the minimum investment for 801 Grand?
According to its adviser's Form ADV filed Nov 11, 2024, the minimum investment 801 Grand accepts is $300,000.
Who can invest in 801 Grand?
801 Grand is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is 801 Grand?
Its adviser reported $21,212,646 in gross assets on Form ADV filed Nov 11, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages 801 Grand?
801 Grand is advised by Principal Real Estate, based in DES Moines, IA.
Who are 801 Grand's service providers?
Its Form ADV lists Ernst & Young as auditor.