AltMountain

COTrust Fund 2021 LP

Miami, FL · CIK 1867651
Status: no Form D since Jul 2022. 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.

COTrust Fund 2021 LP is a real estate fund based in Miami, Florida. According to its most recent Form D, filed Jul 27, 2022, it has sold $41,460,567 of interests to 8 investors since its first sale in Oct 2021. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Joseph Sanz; Brian Tolstano; Norman Buhrmaster.

Total raised
$41,460,567Cumulative sales reported on Form D
Investors
8
First sale
Oct 12, 2021
Minimum investment
$250,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Joseph Sanz; Brian Tolstano; Norman Buhrmaster
Latest Form D
Jul 27, 2022

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 COTrust Fund 2021 LP

What is the minimum investment for COTrust Fund 2021 LP?

According to its latest Form D, filed Jul 27, 2022, the minimum investment COTrust Fund 2021 LP accepts from an outside investor is $250,000.

Who can invest in COTrust Fund 2021 LP?

COTrust Fund 2021 LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has COTrust Fund 2021 LP raised?

COTrust Fund 2021 LP reports $41,460,567 sold from 8 investors on its Form D filed Jul 27, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is COTrust Fund 2021 LP based?

COTrust Fund 2021 LP is based in Miami, Florida.

When did COTrust Fund 2021 LP launch?

COTrust Fund 2021 LP reports its first sale in Oct 2021.

Size compared with every real estate fund

Raised more than 95% of the 618 real estate funds based in Florida, and more than 93% of all 7,337 that report sales.

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