Everett OZ Fund, LLC
Everett OZ Fund, LLC is a real estate fund based in Edgewater, Colorado. According to its most recent Form D, filed Oct 6, 2020, it has sold $1,875,000 of interests to 17 investors since its first sale in Sep 2020. 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 James Herron.
- Total raised
- $1,875,000Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Sep 24, 2020
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- James Herron
- Latest Form D
- Oct 6, 2020
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 Everett OZ Fund, LLC
What is the minimum investment for Everett OZ Fund, LLC?
According to its latest Form D, filed Oct 6, 2020, the minimum investment Everett OZ Fund, LLC accepts from an outside investor is $25,000.
Who can invest in Everett OZ Fund, LLC?
Everett OZ 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 Everett OZ Fund, LLC raised?
Everett OZ Fund, LLC reports $1,875,000 sold from 17 investors on its Form D filed Oct 6, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Everett OZ Fund, LLC based?
Everett OZ Fund, LLC is based in Edgewater, Colorado.
When did Everett OZ Fund, LLC launch?
Everett OZ Fund, LLC reports its first sale in Sep 2020.
Size compared with every real estate fund
Raised more than 53% of the 370 real estate funds based in Colorado, and more than 44% of all 7,350 that report sales.