AltMountain

Alterra IOS REIT, LLC

Conshohocken, PA · CIK 1956365 · Sponsor: Alterra IOS
Status: no Form D since Dec 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.

Alterra IOS REIT, LLC is a real estate fund based in Conshohocken, Pennsylvania. According to its most recent Form D, filed Dec 22, 2022, it has sold $125,000 of interests to 125 investors since its first sale in Dec 2022. The minimum investment it accepts from an outside investor is $1,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeff Pustizzi; Alterra IOS Venture II, LP; Axios Real Estate Partners, LLC.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Dec 22, 2022
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeff Pustizzi; Alterra IOS Venture II, LP; Axios Real Estate Partners, LLC
Latest Form D
Dec 22, 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 Alterra IOS REIT, LLC

What is the minimum investment for Alterra IOS REIT, LLC?

According to its latest Form D, filed Dec 22, 2022, the minimum investment Alterra IOS REIT, LLC accepts from an outside investor is $1,000.

Who can invest in Alterra IOS REIT, LLC?

Alterra IOS REIT, 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 Alterra IOS REIT, LLC raised?

Alterra IOS REIT, LLC reports $125,000 sold from 125 investors on its Form D filed Dec 22, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Alterra IOS REIT, LLC based?

Alterra IOS REIT, LLC is based in Conshohocken, Pennsylvania.

When did Alterra IOS REIT, LLC launch?

Alterra IOS REIT, LLC reports its first sale in Dec 2022.

Size compared with every real estate fund

Raised more than 26% of the 192 real estate funds based in Pennsylvania, and more than 8% of all 7,321 that report sales.

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