AltMountain

Berkeley Lake Capital, LLC

Status: no Form D since Feb 2018. 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.

Berkeley Lake Capital, LLC is a real estate fund based in Chagrin Falls, Ohio. According to its most recent Form D, filed Feb 28, 2018, it has sold $1,440,000 of interests to 43 investors since its first sale in Feb 2018. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Capital Equity Group, Inc; Mark Tiefel.

Total raised
$1,440,000Cumulative sales reported on Form D
Investors
43
First sale
Feb 20, 2018
Minimum investment
$10,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Capital Equity Group, Inc; Mark Tiefel
Latest Form D
Feb 28, 2018

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 Berkeley Lake Capital, LLC

What is the minimum investment for Berkeley Lake Capital, LLC?

According to its latest Form D, filed Feb 28, 2018, the minimum investment Berkeley Lake Capital, LLC accepts from an outside investor is $10,000.

Who can invest in Berkeley Lake Capital, LLC?

Berkeley Lake Capital, 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 Berkeley Lake Capital, LLC raised?

Berkeley Lake Capital, LLC reports $1,440,000 sold from 43 investors on its Form D filed Feb 28, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Berkeley Lake Capital, LLC based?

Berkeley Lake Capital, LLC is based in Chagrin Falls, Ohio.

When did Berkeley Lake Capital, LLC launch?

Berkeley Lake Capital, LLC reports its first sale in Feb 2018.

Size compared with every real estate fund

Raised more than 49% of the 256 real estate funds based in Ohio, and more than 39% of all 7,316 that report sales.

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