Battery Point Trust LLC is a real estate fund based in New York, New York. According to its most recent Form D, filed Feb 3, 2017, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2017. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Zachary Jarvis; Kevin O'Connor; T. Jeremiah Healey.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 20, 2017
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Zachary Jarvis; Kevin O'Connor; T. Jeremiah Healey
- Latest Form D
- Feb 3, 2017
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 Battery Point Trust LLC
What is the minimum investment for Battery Point Trust LLC?
According to its latest Form D, filed Feb 3, 2017, the minimum investment Battery Point Trust LLC accepts from an outside investor is $1,000.
Who can invest in Battery Point Trust LLC?
Battery Point Trust LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Battery Point Trust LLC raised?
Battery Point Trust LLC reports $125,000 sold from 125 investors on its Form D filed Feb 3, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Battery Point Trust LLC based?
Battery Point Trust LLC is based in New York, New York.
When did Battery Point Trust LLC launch?
Battery Point Trust LLC reports its first sale in Jan 2017.
Size compared with every real estate fund
Raised more than 27% of the 810 real estate funds based in New York, and more than 8% of all 7,348 that report sales.