AltMountain

Brookwood Group, Inc.

San Francisco, CA · CIK 1569228
Status: no Form D since Oct 2017. 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.

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

$328,481Jan 14, 2014: $180,183 raisedJan 12, 2015: $328,481 raisedFeb 10, 2016: $28,740 raisedFeb 21, 2017: $60,000 raisedJul 6, 2017: $46,475 raisedOct 11, 2017: $266,700 raisedJan 2014Oct 2017
FiledFilingTotal raisedInvestorsSource
Oct 11, 2017Amendment$266,70015SEC.gov ↗
Jul 6, 2017First notice$46,4757SEC.gov ↗
Feb 21, 2017First notice$60,0001SEC.gov ↗
Feb 10, 2016First notice$28,7404SEC.gov ↗
Jan 12, 2015Amendment$328,48124SEC.gov ↗
Jan 14, 2014First notice$180,18313SEC.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.

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