AltMountain

Elevation Vero Beach SA, LLC

Newport Beach, CA · CIK 1978639
506(c)
Status: no Form D since Oct 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.

Elevation Vero Beach SA, LLC is a real estate fund based in Newport Beach, California. According to its most recent Form D, filed Oct 10, 2023, it has sold $4,410,000 of interests to 5 investors since its first sale in Jun 2023. The minimum investment it accepts from an outside investor is $1,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Vero Beach Manager, LLC; Brian Dahn; Ryan Smith.

Total raised
$4,410,000Cumulative sales reported on Form D
Investors
5
First sale
Jun 29, 2023
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Vero Beach Manager, LLC; Brian Dahn; Ryan Smith
Latest Form D
Oct 10, 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 Elevation Vero Beach SA, LLC

What is the minimum investment for Elevation Vero Beach SA, LLC?

According to its latest Form D, filed Oct 10, 2023, the minimum investment Elevation Vero Beach SA, LLC accepts from an outside investor is $1,000.

Who can invest in Elevation Vero Beach SA, LLC?

Elevation Vero Beach SA, 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 Elevation Vero Beach SA, LLC raised?

Elevation Vero Beach SA, LLC reports $4,410,000 sold from 5 investors on its Form D filed Oct 10, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Elevation Vero Beach SA, LLC based?

Elevation Vero Beach SA, LLC is based in Newport Beach, California.

When did Elevation Vero Beach SA, LLC launch?

Elevation Vero Beach SA, LLC reports its first sale in Jun 2023.

Size compared with every real estate fund

Raised more than 70% of the 1,092 real estate funds based in California, and more than 63% of all 7,351 that report sales.

More real estate funds in Newport Beach

Similar-size real estate funds in California

All real estate funds in California