AltMountain

Bequest Equity Fund V, LLC

Sarasota, FL · CIK 1933800
506(c)
Status: no Form D since Jun 2022. 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.

Bequest Equity Fund V, LLC is a real estate fund based in Sarasota, Florida. According to its most recent Form D, filed Jun 24, 2022, it has sold $550,000 of interests to 3 investors since its first sale in Jun 2022. The minimum investment it accepts from an outside investor is $200,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include LLC Bequest Capital; Kaveh Mehregan; Amanda Mehregan.

Total raised
$550,000Cumulative sales reported on Form D
Investors
3
First sale
Jun 10, 2022
Minimum investment
$200,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
LLC Bequest Capital; Kaveh Mehregan; Amanda Mehregan
Latest Form D
Jun 24, 2022

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 Bequest Equity Fund V, LLC

What is the minimum investment for Bequest Equity Fund V, LLC?

According to its latest Form D, filed Jun 24, 2022, the minimum investment Bequest Equity Fund V, LLC accepts from an outside investor is $200,000.

Who can invest in Bequest Equity Fund V, LLC?

Bequest Equity Fund V, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Bequest Equity Fund V, LLC raised?

Bequest Equity Fund V, LLC reports $550,000 sold from 3 investors on its Form D filed Jun 24, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Bequest Equity Fund V, LLC based?

Bequest Equity Fund V, LLC is based in Sarasota, Florida.

When did Bequest Equity Fund V, LLC launch?

Bequest Equity Fund V, LLC reports its first sale in Jun 2022.

Size compared with every real estate fund

Raised more than 39% of the 612 real estate funds based in Florida, and more than 25% of all 7,321 that report sales.

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