AltMountain

Bergeys Realty Co

Souderton, PA · CIK 1433864
Status: no Form D since Nov 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.

Bergeys Realty Co is a real estate fund based in Souderton, Pennsylvania. According to its most recent Form D, filed Nov 30, 2023, it has sold $6,173,597 of interests to 43 investors since its first sale in Dec 2021. 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 Mark Bergey; Ruth Bergey; Glenn Bergey.

Total raised
$6,173,597Cumulative sales reported on Form D
Investors
43
First sale
Dec 28, 2021
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Mark Bergey; Ruth Bergey; Glenn Bergey
Latest Form D
Nov 30, 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 Bergeys Realty Co

What is the minimum investment for Bergeys Realty Co?

According to its latest Form D, filed Nov 30, 2023, the minimum investment Bergeys Realty Co accepts from an outside investor is $25,000.

Who can invest in Bergeys Realty Co?

Bergeys Realty Co 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 Bergeys Realty Co raised?

Bergeys Realty Co reports $6,173,597 sold from 43 investors on its Form D filed Nov 30, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Bergeys Realty Co based?

Bergeys Realty Co is based in Souderton, Pennsylvania.

When did Bergeys Realty Co launch?

Bergeys Realty Co reports its first sale in Dec 2021.

Size compared with every real estate fund

Raised more than 73% of the 192 real estate funds based in Pennsylvania, and more than 70% of all 7,348 that report sales.

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