AltMountain

Advent Equity Group, LLC

Palm Harbor, FL · CIK 1734547
Status: no Form D since Oct 2018. 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.

Advent Equity Group, LLC is a real estate fund based in Palm Harbor, Florida. According to its most recent Form D, filed Oct 15, 2018, it has sold $70,000 of interests to 2 investors since its first sale in Oct 2018. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Valerie Sholtes.

Total raised
$70,000Cumulative sales reported on Form D
Investors
2
First sale
Oct 1, 2018
Minimum investment
$10,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Valerie Sholtes
Latest Form D
Oct 15, 2018

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 Advent Equity Group, LLC

What is the minimum investment for Advent Equity Group, LLC?

According to its latest Form D, filed Oct 15, 2018, the minimum investment Advent Equity Group, LLC accepts from an outside investor is $10,000.

Who can invest in Advent Equity Group, LLC?

Advent Equity Group, 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 Advent Equity Group, LLC raised?

Advent Equity Group, LLC reports $70,000 sold from 2 investors on its Form D filed Oct 15, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Advent Equity Group, LLC based?

Advent Equity Group, LLC is based in Palm Harbor, Florida.

When did Advent Equity Group, LLC launch?

Advent Equity Group, LLC reports its first sale in Oct 2018.

Size compared with every real estate fund

Raised more than 27% of the 618 real estate funds based in Florida, and more than 4% of all 7,349 that report sales.

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