DFW Self-Storage Portfolio, LLC is a real estate fund based in Garden City, Idaho. According to its most recent Form D, filed Sep 30, 2021, it has sold $225,000 of interests to 2 investors since its first sale in Sep 2021. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Mary Nguyen; Tait Duryea; Sujata Shyam.
- Total raised
- $225,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Sep 21, 2021
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Mary Nguyen; Tait Duryea; Sujata Shyam
- Latest Form D
- Sep 30, 2021
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 DFW Self-Storage Portfolio, LLC
What is the minimum investment for DFW Self-Storage Portfolio, LLC?
According to its latest Form D, filed Sep 30, 2021, the minimum investment DFW Self-Storage Portfolio, LLC accepts from an outside investor is $50,000.
Who can invest in DFW Self-Storage Portfolio, LLC?
DFW Self-Storage Portfolio, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has DFW Self-Storage Portfolio, LLC raised?
DFW Self-Storage Portfolio, LLC reports $225,000 sold from 2 investors on its Form D filed Sep 30, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is DFW Self-Storage Portfolio, LLC based?
DFW Self-Storage Portfolio, LLC is based in Garden City, Idaho.
When did DFW Self-Storage Portfolio, LLC launch?
DFW Self-Storage Portfolio, LLC reports its first sale in Sep 2021.
Size compared with every real estate fund
Raised more than 40% of the 81 real estate funds based in Idaho, and more than 18% of all 7,351 that report sales.