Brookwood Group, Inc.
Brookwood Group, Inc. is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Oct 11, 2017, it has sold $266,700 of interests to 15 investors since its first sale in Jun 2017. The filing does not set a minimum investment. Related persons named in the filing include Alan Katz; Kenneth Klebanoff; Christopher Fraley.
- Total raised
- $266,700Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Jun 23, 2017
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Other exemption
- Key people and entities
- Alan Katz; Kenneth Klebanoff; Christopher Fraley
- Latest Form D
- Oct 11, 2017
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Oct 11, 2017 | Amendment | $266,700 | 15 | SEC.gov ↗ |
| Jul 6, 2017 | First notice | $46,475 | 7 | SEC.gov ↗ |
| Feb 21, 2017 | First notice | $60,000 | 1 | SEC.gov ↗ |
| Feb 10, 2016 | First notice | $28,740 | 4 | SEC.gov ↗ |
| Jan 12, 2015 | Amendment | $328,481 | 24 | SEC.gov ↗ |
| Jan 14, 2014 | First notice | $180,183 | 13 | SEC.gov ↗ |
6 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jan 14, 2014. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Brookwood Group, Inc.
What is the minimum investment for Brookwood Group, Inc.?
Brookwood Group, Inc.'s latest Form D, filed Oct 11, 2017, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Brookwood Group, Inc.?
Brookwood Group, Inc. is generally open only to investors who meet the eligibility rules in its offering documents.
How much has Brookwood Group, Inc. raised?
Brookwood Group, Inc. reports $266,700 sold from 15 investors on its Form D filed Oct 11, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Brookwood Group, Inc. based?
Brookwood Group, Inc. is based in San Francisco, California.
When did Brookwood Group, Inc. launch?
Brookwood Group, Inc. reports its first sale in Jun 2017.
Size compared with every real estate fund
Raised more than 39% of the 1,092 real estate funds based in California, and more than 19% of all 7,351 that report sales.