AltMountain

Courthouse Square OZ, LLC

Flemington, NJ · CIK 1828072
Status: no Form D since Oct 2020. 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.

Courthouse Square OZ, LLC is a real estate fund based in Flemington, New Jersey. According to its most recent Form D, filed Oct 27, 2020, it has sold $4,500,000 of interests to 5 investors since its first sale in Oct 2020. The filing does not set a minimum investment. 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 John Cust, Jr.

Total raised
$4,500,000Cumulative sales reported on Form D
Investors
5
First sale
Oct 1, 2020
Minimum investment
None set
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
John Cust, Jr
Latest Form D
Oct 27, 2020

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 Courthouse Square OZ, LLC

What is the minimum investment for Courthouse Square OZ, LLC?

Courthouse Square OZ, LLC's latest Form D, filed Oct 27, 2020, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Courthouse Square OZ, LLC?

Courthouse Square OZ, LLC 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 Courthouse Square OZ, LLC raised?

Courthouse Square OZ, LLC reports $4,500,000 sold from 5 investors on its Form D filed Oct 27, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Courthouse Square OZ, LLC based?

Courthouse Square OZ, LLC is based in Flemington, New Jersey.

When did Courthouse Square OZ, LLC launch?

Courthouse Square OZ, LLC reports its first sale in Oct 2020.

Size compared with every real estate fund

Raised more than 70% of the 119 real estate funds based in New Jersey, and more than 63% of all 7,311 that report sales.

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