AltMountain

Appleton Investors LLC

Lawrence, MA · CIK 1786704
506(c)
Status: no Form D since Aug 2019. 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.

Appleton Investors LLC is a real estate fund based in Lawrence, Massachusetts. According to its most recent Form D, filed Aug 28, 2019, it has sold $1,700,000 of interests to 13 investors since its first sale in Aug 2019. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include David Lamattina.

Total raised
$1,700,000Cumulative sales reported on Form D
Investors
13
First sale
Aug 15, 2019
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
David Lamattina
Latest Form D
Aug 28, 2019

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 Appleton Investors LLC

What is the minimum investment for Appleton Investors LLC?

According to its latest Form D, filed Aug 28, 2019, the minimum investment Appleton Investors LLC accepts from an outside investor is $100,000.

Who can invest in Appleton Investors LLC?

Appleton Investors 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 Appleton Investors LLC raised?

Appleton Investors LLC reports $1,700,000 sold from 13 investors on its Form D filed Aug 28, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Appleton Investors LLC based?

Appleton Investors LLC is based in Lawrence, Massachusetts.

When did Appleton Investors LLC launch?

Appleton Investors LLC reports its first sale in Aug 2019.

Size compared with every real estate fund

Raised more than 53% of the 212 real estate funds based in Massachusetts, and more than 42% of all 7,350 that report sales.

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