AltMountain

Beverly SPE, LLC

Irvine, CA · CIK 1773173
506(c)
Status: no Form D since Apr 2019. 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.

Beverly SPE, LLC is a real estate fund based in Irvine. According to its most recent Form D, filed Apr 10, 2019, it has sold $4,000,000 of interests to 1 investor. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Burton Young; Rand Sperry; Jack Carroll.

Total raised
$4,000,000Cumulative sales reported on Form D
Investors
1
First sale
—
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Burton Young; Rand Sperry; Jack Carroll
Latest Form D
Apr 10, 2019

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 Beverly SPE, LLC

What is the minimum investment for Beverly SPE, LLC?

According to its latest Form D, filed Apr 10, 2019, the minimum investment Beverly SPE, LLC accepts from an outside investor is $25,000.

Who can invest in Beverly SPE, LLC?

Beverly SPE, 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 Beverly SPE, LLC raised?

Beverly SPE, LLC reports $4,000,000 sold from 1 investor on its Form D filed Apr 10, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Beverly SPE, LLC based?

Beverly SPE, LLC is based in Irvine.

Size compared with every real estate fund

Raised more than 69% of the 1,087 real estate funds based in , and more than 60% of all 7,322 that report sales.

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