AltMountain

Breckenridge Associates LLC

Bath, ME · CIK 1959813
Status: no Form D since Jan 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.

Breckenridge Associates LLC is a real estate fund based in Bath, Maine. According to its most recent Form D, filed Jan 3, 2023, it has sold $903,500 of interests to 22 investors since its first sale in Dec 2022. The minimum investment it accepts from an outside investor is $5,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include David Holman; Breckenridge Managers LLC.

Total raised
$903,500Cumulative sales reported on Form D
Investors
22
First sale
Dec 22, 2022
Minimum investment
$5,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
David Holman; Breckenridge Managers LLC
Latest Form D
Jan 3, 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 Breckenridge Associates LLC

What is the minimum investment for Breckenridge Associates LLC?

According to its latest Form D, filed Jan 3, 2023, the minimum investment Breckenridge Associates LLC accepts from an outside investor is $5,000.

Who can invest in Breckenridge Associates LLC?

Breckenridge Associates 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 Breckenridge Associates LLC raised?

Breckenridge Associates LLC reports $903,500 sold from 22 investors on its Form D filed Jan 3, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Breckenridge Associates LLC based?

Breckenridge Associates LLC is based in Bath, Maine.

When did Breckenridge Associates LLC launch?

Breckenridge Associates LLC reports its first sale in Dec 2022.

Size compared with every real estate fund

Raised more than 46% of the 13 real estate funds based in Maine, and more than 31% of all 7,351 that report sales.

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