Beacon Holdings, LLC is a real estate fund based in Norfolk, Virginia. According to its most recent Form D, filed Dec 12, 2017, it has sold $25,022,288 of interests to 69 investors since its first sale in Nov 2017. The minimum investment it accepts from an outside investor is $2,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jay Zwiebel; Holdings Managing Co., LLC Beacon; Saul Lubetski.
- Total raised
- $25,022,288Cumulative sales reported on Form D
- Investors
- 69
- First sale
- Nov 30, 2017
- Minimum investment
- $2,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jay Zwiebel; Holdings Managing Co., LLC Beacon; Saul Lubetski
- Latest Form D
- Dec 12, 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 Beacon Holdings, LLC
What is the minimum investment for Beacon Holdings, LLC?
According to its latest Form D, filed Dec 12, 2017, the minimum investment Beacon Holdings, LLC accepts from an outside investor is $2,000.
Who can invest in Beacon Holdings, LLC?
Beacon Holdings, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Beacon Holdings, LLC raised?
Beacon Holdings, LLC reports $25,022,288 sold from 69 investors on its Form D filed Dec 12, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Beacon Holdings, LLC based?
Beacon Holdings, LLC is based in Norfolk, Virginia.
When did Beacon Holdings, LLC launch?
Beacon Holdings, LLC reports its first sale in Nov 2017.
Size compared with every real estate fund
Raised more than 97% of the 141 real estate funds based in Virginia, and more than 89% of all 7,351 that report sales.