AltMountain

CDI Hickory, LLC

Denton, TX · CIK 1768512
Status: no Form D since Feb 2019. 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.

CDI Hickory, LLC is a real estate fund based in Denton, Texas. According to its most recent Form D, filed Feb 28, 2019, it has sold $325,000 of interests to 6 investors since its first sale in Feb 2019. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Stephen Shannon.

Total raised
$325,000Cumulative sales reported on Form D
Investors
6
First sale
Feb 14, 2019
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Stephen Shannon
Latest Form D
Feb 28, 2019

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 CDI Hickory, LLC

What is the minimum investment for CDI Hickory, LLC?

According to its latest Form D, filed Feb 28, 2019, the minimum investment CDI Hickory, LLC accepts from an outside investor is $25,000.

Who can invest in CDI Hickory, LLC?

CDI Hickory, 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 CDI Hickory, LLC raised?

CDI Hickory, LLC reports $325,000 sold from 6 investors on its Form D filed Feb 28, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is CDI Hickory, LLC based?

CDI Hickory, LLC is based in Denton, Texas.

When did CDI Hickory, LLC launch?

CDI Hickory, LLC reports its first sale in Feb 2019.

Size compared with every real estate fund

Raised more than 41% of the 1,419 real estate funds based in Texas, and more than 21% of all 7,349 that report sales.

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