CalTier IB LLC is a real estate fund based in San Diego, California. According to its most recent Form D, filed Nov 14, 2024, it has sold $30,000 of interests to 3 investors since its first sale in Oct 2024. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Matt Belcher; Parker Smith; Travis Hook.
- Total raised
- $30,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Oct 12, 2024
- Minimum investment
- $10,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Matt Belcher; Parker Smith; Travis Hook
- Latest Form D
- Nov 14, 2024
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 CalTier IB LLC
What is the minimum investment for CalTier IB LLC?
According to its latest Form D, filed Nov 14, 2024, the minimum investment CalTier IB LLC accepts from an outside investor is $10,000.
Who can invest in CalTier IB LLC?
CalTier IB 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 CalTier IB LLC raised?
CalTier IB LLC reports $30,000 sold from 3 investors on its Form D filed Nov 14, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is CalTier IB LLC based?
CalTier IB LLC is based in San Diego, California.
When did CalTier IB LLC launch?
CalTier IB 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 real estate fund
Raised more than 24% of the 1,091 real estate funds based in California, and more than 1% of all 7,337 that report sales.