AltMountain

Beta Opportunity Fund LLC

Indianapolis, IN · CIK 1984679
Status: no Form D since Jul 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.

Beta Opportunity Fund LLC is a real estate fund based in Indianapolis, Indiana. According to its most recent Form D, filed Jul 10, 2023, it has sold $60,000,000 of interests to 59 investors since its first sale in Jun 2023. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jay Stein; David Eskenazi.

Total raised
$60,000,000Cumulative sales reported on Form D
Investors
59
First sale
Jun 30, 2023
Minimum investment
$250,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jay Stein; David Eskenazi
Latest Form D
Jul 10, 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 Beta Opportunity Fund LLC

What is the minimum investment for Beta Opportunity Fund LLC?

According to its latest Form D, filed Jul 10, 2023, the minimum investment Beta Opportunity Fund LLC accepts from an outside investor is $250,000.

Who can invest in Beta Opportunity Fund LLC?

Beta Opportunity Fund 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 Beta Opportunity Fund LLC raised?

Beta Opportunity Fund LLC reports $60,000,000 sold from 59 investors on its Form D filed Jul 10, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Beta Opportunity Fund LLC based?

Beta Opportunity Fund LLC is based in Indianapolis, Indiana.

When did Beta Opportunity Fund LLC launch?

Beta Opportunity Fund LLC reports its first sale in Jun 2023.

Size compared with every real estate fund

Raised more than 93% of the 158 real estate funds based in Indiana, and more than 95% of all 7,351 that report sales.

More real estate funds in Indianapolis

Similar-size real estate funds in Indiana

All real estate funds in Indiana