Equity Estates Fund IV, LLC is a real estate fund based in Atlanta, Georgia. According to its most recent Form D, filed Sep 27, 2021, it has sold $49,598,765 of interests to 164 investors since its first sale in Nov 2019. The minimum investment it accepts from an outside investor is $123,750. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Philip Mekelburg; Equity Estates Fund IV Manager, LLC.
- Total raised
- $49,598,765Cumulative sales reported on Form D
- Investors
- 164
- First sale
- Nov 2, 2019
- Minimum investment
- $123,750
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Philip Mekelburg; Equity Estates Fund IV Manager, LLC
- Latest Form D
- Sep 27, 2021
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Sep 27, 2021 | Amendment | $49,598,765 | 164 | SEC.gov ↗ |
| Sep 25, 2020 | First notice | $9,635,000 | 33 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Sep 25, 2020. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Equity Estates Fund IV, LLC
What is the minimum investment for Equity Estates Fund IV, LLC?
According to its latest Form D, filed Sep 27, 2021, the minimum investment Equity Estates Fund IV, LLC accepts from an outside investor is $123,750.
Who can invest in Equity Estates Fund IV, LLC?
Equity Estates Fund IV, 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 IV, LLC raised?
Equity Estates Fund IV, LLC reports $49,598,765 sold from 164 investors on its Form D filed Sep 27, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Equity Estates Fund IV, LLC based?
Equity Estates Fund IV, LLC is based in Atlanta, Georgia.
When did Equity Estates Fund IV, LLC launch?
Equity Estates Fund IV, LLC reports its first sale in Nov 2019.
Size compared with every real estate fund
Raised more than 98% of the 494 real estate funds based in Georgia, and more than 94% of all 7,351 that report sales.