DCP Wealth Fund, LLC is a real estate fund based in Santa Barbara, California. According to its most recent Form D, filed Mar 10, 2025, it has sold $6,380,925 of interests to 64 investors since its first sale in Dec 2023. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Dan Kennedy; Matthew Shamus.
- Total raised
- $6,380,925Cumulative sales reported on Form D
- Investors
- 64
- First sale
- Dec 14, 2023
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Dan Kennedy; Matthew Shamus
- Latest Form D
- Mar 10, 2025
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 DCP Wealth Fund, LLC
What is the minimum investment for DCP Wealth Fund, LLC?
According to its latest Form D, filed Mar 10, 2025, the minimum investment DCP Wealth Fund, LLC accepts from an outside investor is $100,000.
Who can invest in DCP Wealth Fund, LLC?
DCP Wealth Fund, 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 DCP Wealth Fund, LLC raised?
DCP Wealth Fund, LLC reports $6,380,925 sold from 64 investors on its Form D filed Mar 10, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is DCP Wealth Fund, LLC based?
DCP Wealth Fund, LLC is based in Santa Barbara, California.
When did DCP Wealth Fund, LLC launch?
DCP Wealth Fund, LLC reports its first sale in Dec 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 76% of the 1,090 real estate funds based in California, and more than 70% of all 7,321 that report sales.