AltMountain

Epic Wealth Fund LLC

Los Angeles, CA · CIK 1717245
Status: no Form D since Sep 2017. 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.

Epic Wealth Fund LLC is a real estate fund based in Los Angeles, California. According to its most recent Form D, filed Sep 18, 2017, it has sold $550,000 of interests to 4 investors since its first sale in May 2016. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Matt Theriault.

Total raised
$550,000Cumulative sales reported on Form D
Investors
4
First sale
May 31, 2016
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Matt Theriault
Latest Form D
Sep 18, 2017

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 Epic Wealth Fund LLC

What is the minimum investment for Epic Wealth Fund LLC?

According to its latest Form D, filed Sep 18, 2017, the minimum investment Epic Wealth Fund LLC accepts from an outside investor is $25,000.

Who can invest in Epic Wealth Fund LLC?

Epic Wealth Fund LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Epic Wealth Fund LLC raised?

Epic Wealth Fund LLC reports $550,000 sold from 4 investors on its Form D filed Sep 18, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Epic Wealth Fund LLC based?

Epic Wealth Fund LLC is based in Los Angeles, California.

When did Epic Wealth Fund LLC launch?

Epic Wealth Fund LLC reports its first sale in May 2016.

Size compared with every real estate fund

Raised more than 43% of the 1,090 real estate funds based in California, and more than 25% of all 7,321 that report sales.

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