Dynamic Equity LLC
Dynamic Equity LLC is a real estate fund based in Orem, Utah. According to its most recent Form D, filed Nov 8, 2018, it has sold $2,515,000 of interests to 16 investors since its first sale in Nov 2018. The minimum investment it accepts from an outside investor is $250,000. 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 David Allred.
- Total raised
- $2,515,000Cumulative sales reported on Form D
- Investors
- 16
- First sale
- Nov 2, 2018
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- David Allred
- Latest Form D
- Nov 8, 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 Dynamic Equity LLC
What is the minimum investment for Dynamic Equity LLC?
According to its latest Form D, filed Nov 8, 2018, the minimum investment Dynamic Equity LLC accepts from an outside investor is $250,000.
Who can invest in Dynamic Equity LLC?
Dynamic Equity 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 Dynamic Equity LLC raised?
Dynamic Equity LLC reports $2,515,000 sold from 16 investors on its Form D filed Nov 8, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Dynamic Equity LLC based?
Dynamic Equity LLC is based in Orem, Utah.
When did Dynamic Equity LLC launch?
Dynamic Equity LLC reports its first sale in Nov 2018.
Size compared with every real estate fund
Raised more than 58% of the 226 real estate funds based in Utah, and more than 51% of all 7,311 that report sales.