AltMountain

Bartlett, LLC

Chapel Hill, NC · CIK 1751000
Status: no Form D since Aug 2018. 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.

Bartlett, LLC is a real estate fund based in Chapel Hill, North Carolina. According to its most recent Form D, filed Aug 23, 2018, it has sold $2,650,000 of interests to 18 investors since its first sale in Aug 2018. 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 Benjamin Perry; Dennis Rochelle III; Bryson Powell.

Total raised
$2,650,000Cumulative sales reported on Form D
Investors
18
First sale
Aug 9, 2018
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Benjamin Perry; Dennis Rochelle III; Bryson Powell
Latest Form D
Aug 23, 2018

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 Bartlett, LLC

What is the minimum investment for Bartlett, LLC?

According to its latest Form D, filed Aug 23, 2018, the minimum investment Bartlett, LLC accepts from an outside investor is $25,000.

Who can invest in Bartlett, LLC?

Bartlett, 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 Bartlett, LLC raised?

Bartlett, LLC reports $2,650,000 sold from 18 investors on its Form D filed Aug 23, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Bartlett, LLC based?

Bartlett, LLC is based in Chapel Hill, North Carolina.

When did Bartlett, LLC launch?

Bartlett, LLC reports its first sale in Aug 2018.

Size compared with every real estate fund

Raised more than 62% of the 294 real estate funds based in North Carolina, and more than 52% of all 7,322 that report sales.

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