Avery Preferred LLC is a real estate fund based in Westerville. According to its most recent Form D, filed Nov 26, 2024, it has sold $5,000,000 of interests to 14 investors since its first sale in Nov 2024. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Brian Yeager.
- Total raised
- $5,000,000Cumulative sales reported on Form D
- Investors
- 14
- First sale
- Nov 14, 2024
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Brian Yeager
- Latest Form D
- Nov 26, 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 Avery Preferred LLC
What is the minimum investment for Avery Preferred LLC?
Avery Preferred LLC's latest Form D, filed Nov 26, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Avery Preferred LLC?
Avery Preferred 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 Avery Preferred LLC raised?
Avery Preferred LLC reports $5,000,000 sold from 14 investors on its Form D filed Nov 26, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Avery Preferred LLC based?
Avery Preferred LLC is based in Westerville.
When did Avery Preferred LLC launch?
Avery Preferred LLC reports its first sale in Nov 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).