Alta Financial LLC
Alta Financial LLC is a real estate fund based in Knoxville, Tennessee. According to its most recent Form D, filed May 14, 2025, it has sold $497,000 of interests to 4 investors since its first sale in Mar 2024. The filing does not set a minimum investment. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Mark Pate; Alta Capital Management, Inc.
- Total raised
- $497,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Mar 1, 2024
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Mark Pate; Alta Capital Management, Inc
- Latest Form D
- May 14, 2025
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 Alta Financial LLC
What is the minimum investment for Alta Financial LLC?
Alta Financial LLC's latest Form D, filed May 14, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Alta Financial LLC?
Alta Financial LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Alta Financial LLC raised?
Alta Financial LLC reports $497,000 sold from 4 investors on its Form D filed May 14, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Alta Financial LLC based?
Alta Financial LLC is based in Knoxville, Tennessee.
When did Alta Financial LLC launch?
Alta Financial LLC reports its first sale in Mar 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 38% of the 118 real estate funds based in Tennessee, and more than 24% of all 7,349 that report sales.