Carlton Woods LLC
Carlton Woods LLC is a real estate fund based in Walnut Creek, California. According to its most recent Form D, filed Sep 13, 2016, it has sold $825,000 of interests to 5 investors since its first sale in Jun 2016. The minimum investment it accepts from an outside investor is $90,000. Related persons named in the filing include Joseph Ramos.
- Total raised
- $825,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Jun 1, 2016
- Minimum investment
- $90,000
- Who can invest
- Not stated
- Offering exemption
- Other exemption
- Key people and entities
- Joseph Ramos
- Latest Form D
- Sep 13, 2016
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 |
|---|---|---|---|---|
| Sep 13, 2016 | Form D/A (amendment) | $825,000 | 5 | SEC.gov ↗ |
| Sep 12, 2016 | Form D | $825,000 | 5 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Sep 12, 2016. 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 Carlton Woods LLC
What is the minimum investment for Carlton Woods LLC?
According to its latest Form D, filed Sep 13, 2016, the minimum investment Carlton Woods LLC accepts from an outside investor is $90,000.
Who can invest in Carlton Woods LLC?
Carlton Woods LLC is generally open only to investors who meet the eligibility rules in its offering documents.
How much has Carlton Woods LLC raised?
Carlton Woods LLC reports $825,000 sold from 5 investors on its Form D filed Sep 13, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Carlton Woods LLC based?
Carlton Woods LLC is based in Walnut Creek, California.
When did Carlton Woods LLC launch?
Carlton Woods LLC reports its first sale in Jun 2016.
Size compared with every real estate fund
Raised more than 48% of the 1,092 real estate funds based in California, and more than 30% of all 7,351 that report sales.