DLS Financial, LLC is a real estate fund based in Rome, Georgia. According to its most recent Form D, filed Jan 2, 2015, it has sold $6,200,000 of interests to 81 investors since its first sale in Dec 2014. The minimum investment it accepts from an outside investor is $2,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jerry Dempsey; John Lord; Ernest Smith.
- Total raised
- $6,200,000Cumulative sales reported on Form D
- Investors
- 81
- First sale
- Dec 9, 2014
- Minimum investment
- $2,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Jerry Dempsey; John Lord; Ernest Smith
- Latest Form D
- Jan 2, 2015
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 DLS Financial, LLC
What is the minimum investment for DLS Financial, LLC?
According to its latest Form D, filed Jan 2, 2015, the minimum investment DLS Financial, LLC accepts from an outside investor is $2,000.
Who can invest in DLS Financial, LLC?
DLS Financial, 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 DLS Financial, LLC raised?
DLS Financial, LLC reports $6,200,000 sold from 81 investors on its Form D filed Jan 2, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is DLS Financial, LLC based?
DLS Financial, LLC is based in Rome, Georgia.
When did DLS Financial, LLC launch?
DLS Financial, LLC reports its first sale in Dec 2014.
Size compared with every real estate fund
Raised more than 79% of the 494 real estate funds based in Georgia, and more than 70% of all 7,350 that report sales.