AltMountain

Equity Estates Fund II, LLC

Atlanta, GA · CIK 1577892
506(c)
Status: no Form D since Apr 2016. 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.

Equity Estates Fund II, LLC is a private investment fund based in Atlanta, Georgia. According to its most recent Form D, filed Apr 7, 2016, it has sold $13,870,000 of interests to 71 investors since its first sale in May 2013. The minimum investment it accepts from an outside investor is $195,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Statham Chris; PM Holdings, LLC; Equity Estates Fund II Manager, LLC.

Total raised
$13,870,000Cumulative sales reported on Form D
Investors
71
First sale
May 6, 2013
Minimum investment
$195,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Statham Chris; PM Holdings, LLC; Equity Estates Fund II Manager, LLC
Latest Form D
Apr 7, 2016

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 Equity Estates Fund II, LLC

What is the minimum investment for Equity Estates Fund II, LLC?

According to its latest Form D, filed Apr 7, 2016, the minimum investment Equity Estates Fund II, LLC accepts from an outside investor is $195,000.

Who can invest in Equity Estates Fund II, LLC?

Equity Estates Fund II, 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 Equity Estates Fund II, LLC raised?

Equity Estates Fund II, LLC reports $13,870,000 sold from 71 investors on its Form D filed Apr 7, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is Equity Estates Fund II, LLC based?

Equity Estates Fund II, LLC is based in Atlanta, Georgia.

When did Equity Estates Fund II, LLC launch?

Equity Estates Fund II, LLC reports its first sale in May 2013.

Size compared with every private investment fund

Raised more than 55% of the 239 private investment funds based in Georgia, and more than 46% of all 10,311 that report sales.

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