AltMountain

Dav - O Summit, LLC

San Diego, CA · CIK 1757888
Status: no Form D since Dec 2018. 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.

Dav - O Summit, LLC is a real estate fund based in San Diego, California. According to its most recent Form D, filed Dec 6, 2018, it has sold $14,355,000 of interests to 60 investors since its first sale in Oct 2018. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jon Williams; Paul Kerr; Dav O Summit Mm, LLC.

Total raised
$14,355,000Cumulative sales reported on Form D
Investors
60
First sale
Oct 29, 2018
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jon Williams; Paul Kerr; Dav O Summit Mm, LLC
Latest Form D
Dec 6, 2018

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 Dav - O Summit, LLC

What is the minimum investment for Dav - O Summit, LLC?

According to its latest Form D, filed Dec 6, 2018, the minimum investment Dav - O Summit, LLC accepts from an outside investor is $50,000.

Who can invest in Dav - O Summit, LLC?

Dav - O Summit, 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 Dav - O Summit, LLC raised?

Dav - O Summit, LLC reports $14,355,000 sold from 60 investors on its Form D filed Dec 6, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Dav - O Summit, LLC based?

Dav - O Summit, LLC is based in San Diego, California.

When did Dav - O Summit, LLC launch?

Dav - O Summit, LLC reports its first sale in Oct 2018.

Size compared with every real estate fund

Raised more than 84% of the 1,095 real estate funds based in California, and more than 83% of all 7,350 that report sales.

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