AltMountain

AEW Cold REIT, LLC

Boston, MA · CIK 1910508
Status: no Form D since Feb 2022. 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.

AEW Cold REIT, LLC is a real estate fund based in Boston, Massachusetts. According to its most recent Form D, filed Feb 10, 2022, it has sold $62,500 of interests to 125 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $500. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Neal Sharma; Michael Byrne; Jonathan Martin.

Total raised
$62,500Cumulative sales reported on Form D
Investors
125
First sale
Jan 27, 2022
Minimum investment
$500
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Neal Sharma; Michael Byrne; Jonathan Martin
Latest Form D
Feb 10, 2022

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 AEW Cold REIT, LLC

What is the minimum investment for AEW Cold REIT, LLC?

According to its latest Form D, filed Feb 10, 2022, the minimum investment AEW Cold REIT, LLC accepts from an outside investor is $500.

Who can invest in AEW Cold REIT, LLC?

AEW Cold REIT, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has AEW Cold REIT, LLC raised?

AEW Cold REIT, LLC reports $62,500 sold from 125 investors on its Form D filed Feb 10, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is AEW Cold REIT, LLC based?

AEW Cold REIT, LLC is based in Boston, Massachusetts.

When did AEW Cold REIT, LLC launch?

AEW Cold REIT, LLC reports its first sale in Jan 2022.

Size compared with every real estate fund

Raised more than 14% of the 212 real estate funds based in Massachusetts, and more than 2% of all 7,350 that report sales.

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