AssetPlanUSA, Inc.
AssetPlanUSA, Inc. is a real estate fund based in Yorba Linda, California. According to its most recent Form D, filed Nov 23, 2009, it has sold $175,000 of interests to 3 investors since its first sale in Nov 2009. The minimum investment it accepts from an outside investor is $25,000. Related persons named in the filing include Rayman Mathoda; Ron Garber.
- Total raised
- $175,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Nov 12, 2009
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Other exemption
- Key people and entities
- Rayman Mathoda; Ron Garber
- Latest Form D
- Nov 23, 2009
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 AssetPlanUSA, Inc.
What is the minimum investment for AssetPlanUSA, Inc.?
According to its latest Form D, filed Nov 23, 2009, the minimum investment AssetPlanUSA, Inc. accepts from an outside investor is $25,000.
Who can invest in AssetPlanUSA, Inc.?
AssetPlanUSA, Inc. is generally open only to investors who meet the eligibility rules in its offering documents.
How much has AssetPlanUSA, Inc. raised?
AssetPlanUSA, Inc. reports $175,000 sold from 3 investors on its Form D filed Nov 23, 2009. This is cumulative sales since the offering began, not current assets or performance.
Where is AssetPlanUSA, Inc. based?
AssetPlanUSA, Inc. is based in Yorba Linda, California.
When did AssetPlanUSA, Inc. launch?
AssetPlanUSA, Inc. reports its first sale in Nov 2009.
Size compared with every real estate fund
Raised more than 38% of the 1,090 real estate funds based in California, and more than 17% of all 7,321 that report sales.