Ascend Wealth Fund, LLC is a real estate fund based in Fairfax, Virginia. According to its most recent Form D, filed Jul 16, 2024, it has sold $100,000,000 of interests. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Flint Jamison.
- Total raised
- $100,000,000Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Flint Jamison
- Latest Form D
- Jul 16, 2024
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 Ascend Wealth Fund, LLC
What is the minimum investment for Ascend Wealth Fund, LLC?
According to its latest Form D, filed Jul 16, 2024, the minimum investment Ascend Wealth Fund, LLC accepts from an outside investor is $50,000.
Who can invest in Ascend Wealth Fund, LLC?
Ascend Wealth Fund, 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 Ascend Wealth Fund, LLC raised?
Ascend Wealth Fund, LLC reports $100,000,000 sold on its Form D filed Jul 16, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Ascend Wealth Fund, LLC based?
Ascend Wealth Fund, LLC is based in Fairfax, Virginia.
Size compared with every real estate fund
Raised more than 99% of the 141 real estate funds based in Virginia, and more than 97% of all 7,348 that report sales.