Apex Citadel LLC is a real estate fund based in Portland, Oregon. According to its most recent Form D, filed Mar 11, 2022, it has sold $1,833,650 of interests to 15 investors since its first sale in Feb 2022. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Shawn Menashe; Matt Cole; Thomas Alberini.
- Total raised
- $1,833,650Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Feb 11, 2022
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Shawn Menashe; Matt Cole; Thomas Alberini
- Latest Form D
- Mar 11, 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 Apex Citadel LLC
What is the minimum investment for Apex Citadel LLC?
According to its latest Form D, filed Mar 11, 2022, the minimum investment Apex Citadel LLC accepts from an outside investor is $25,000.
Who can invest in Apex Citadel LLC?
Apex Citadel 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 Apex Citadel LLC raised?
Apex Citadel LLC reports $1,833,650 sold from 15 investors on its Form D filed Mar 11, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Apex Citadel LLC based?
Apex Citadel LLC is based in Portland, Oregon.
When did Apex Citadel LLC launch?
Apex Citadel LLC reports its first sale in Feb 2022.
Size compared with every real estate fund
Raised more than 58% of the 114 real estate funds based in Oregon, and more than 44% of all 7,350 that report sales.