AltMountain

DW RT Venture REIT, LLC

San Francisco, CA · CIK 1961822
Status: no Form D since Jan 2023. 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.

DW RT Venture REIT, LLC is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Jan 19, 2023, it has sold $67,000 of interests to 67 investors since its first sale in Jan 2023. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Megan Sherman; Sam Hamilton; James Grossmann.

Total raised
$67,000Cumulative sales reported on Form D
Investors
67
First sale
Jan 17, 2023
Minimum investment
$1,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Megan Sherman; Sam Hamilton; James Grossmann
Latest Form D
Jan 19, 2023

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 DW RT Venture REIT, LLC

What is the minimum investment for DW RT Venture REIT, LLC?

According to its latest Form D, filed Jan 19, 2023, the minimum investment DW RT Venture REIT, LLC accepts from an outside investor is $1,000.

Who can invest in DW RT Venture REIT, LLC?

DW RT Venture REIT, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has DW RT Venture REIT, LLC raised?

DW RT Venture REIT, LLC reports $67,000 sold from 67 investors on its Form D filed Jan 19, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is DW RT Venture REIT, LLC based?

DW RT Venture REIT, LLC is based in San Francisco, California.

When did DW RT Venture REIT, LLC launch?

DW RT Venture REIT, LLC reports its first sale in Jan 2023.

Size compared with every real estate fund

Raised more than 26% of the 1,092 real estate funds based in California, and more than 3% of all 7,351 that report sales.

Other funds with the same team

More real estate funds in San Francisco

Similar-size real estate funds in California

All real estate funds in California