AltMountain

Beacon Five Holdings LLC

Lake Worth, FL · CIK 2003134
Status: no Form D since Dec 2023. 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.

Beacon Five Holdings LLC is a real estate fund based in Lake Worth, Florida. According to its most recent Form D, filed Dec 8, 2023, it has sold $607,000 of interests to 7 investors since its first sale in Dec 2023. The minimum investment it accepts from an outside investor is $35,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brian Dickerson; Kenneth Naim; Alexandre Tude.

Total raised
$607,000Cumulative sales reported on Form D
Investors
7
First sale
Dec 4, 2023
Minimum investment
$35,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Brian Dickerson; Kenneth Naim; Alexandre Tude
Latest Form D
Dec 8, 2023

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 Beacon Five Holdings LLC

What is the minimum investment for Beacon Five Holdings LLC?

According to its latest Form D, filed Dec 8, 2023, the minimum investment Beacon Five Holdings LLC accepts from an outside investor is $35,000.

Who can invest in Beacon Five Holdings LLC?

Beacon Five Holdings 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 Beacon Five Holdings LLC raised?

Beacon Five Holdings LLC reports $607,000 sold from 7 investors on its Form D filed Dec 8, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Beacon Five Holdings LLC based?

Beacon Five Holdings LLC is based in Lake Worth, Florida.

When did Beacon Five Holdings LLC launch?

Beacon Five Holdings LLC reports its first sale in Dec 2023.

Size compared with every real estate fund

Raised more than 40% of the 618 real estate funds based in Florida, and more than 26% of all 7,350 that report sales.

Similar-size real estate funds in Florida

All real estate funds in Florida