AltMountain

BSP SS Upland, LLC

Newport Beach, CA · CIK 2034384
Emerging

BSP SS Upland, LLC is a private investment fund based in Newport Beach, California. According to its most recent Form D, filed Jan 8, 2025, it has sold $12,165,000 of interests to 53 investors since its first sale in Oct 2024. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Robert Brunswick; Christian MacDonald; Timothy Ballard.

Total raised
$12,165,000Cumulative sales reported on Form D
Investors
53
First sale
Oct 14, 2024
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Net asset value range
$5,000,001 - $25,000,000Self-reported
Key people and entities
Robert Brunswick; Christian MacDonald; Timothy Ballard
Latest Form D
Jan 8, 2025

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 BSP SS Upland, LLC

What is the minimum investment for BSP SS Upland, LLC?

According to its latest Form D, filed Jan 8, 2025, the minimum investment BSP SS Upland, LLC accepts from an outside investor is $25,000.

Who can invest in BSP SS Upland, LLC?

BSP SS Upland, 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 BSP SS Upland, LLC raised?

BSP SS Upland, LLC reports $12,165,000 sold from 53 investors on its Form D filed Jan 8, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is BSP SS Upland, LLC based?

BSP SS Upland, LLC is based in Newport Beach, California.

When did BSP SS Upland, LLC launch?

BSP SS Upland, LLC reports its first sale in Oct 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).

Size compared with every private investment fund

Raised more than 62% of the 1,719 private investment funds based in California, and more than 44% of all 10,266 that report sales.

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