AltMountain

Abbotts Equity Fund, LLC

Rancho Santa Fe, CA · CIK 1764413
Status: no Form D since Jan 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.

Abbotts Equity Fund, LLC is a real estate fund based in Rancho Santa Fe, California. According to its most recent Form D, filed Jan 24, 2019, it has sold $7,100,752 of interests to 64 investors since its first sale in Jan 2019. The minimum investment it accepts from an outside investor is $4,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Don Oliphant; Tim Williams; Matthew Campbell.

Total raised
$7,100,752Cumulative sales reported on Form D
Investors
64
First sale
Jan 18, 2019
Minimum investment
$4,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Don Oliphant; Tim Williams; Matthew Campbell
Latest Form D
Jan 24, 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 Abbotts Equity Fund, LLC

What is the minimum investment for Abbotts Equity Fund, LLC?

According to its latest Form D, filed Jan 24, 2019, the minimum investment Abbotts Equity Fund, LLC accepts from an outside investor is $4,000.

Who can invest in Abbotts Equity Fund, LLC?

Abbotts Equity Fund, 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 Abbotts Equity Fund, LLC raised?

Abbotts Equity Fund, LLC reports $7,100,752 sold from 64 investors on its Form D filed Jan 24, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Abbotts Equity Fund, LLC based?

Abbotts Equity Fund, LLC is based in Rancho Santa Fe, California.

When did Abbotts Equity Fund, LLC launch?

Abbotts Equity Fund, LLC reports its first sale in Jan 2019.

Size compared with every real estate fund

Raised more than 77% of the 1,086 real estate funds based in California, and more than 72% of all 7,311 that report sales.

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