AltMountain

Evolve Headwaters, LLC

Greensboro, NC · CIK 1970699
Status: no Form D since Mar 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.

Evolve Headwaters, LLC is a real estate fund based in Greensboro, North Carolina. According to its most recent Form D, filed Mar 23, 2023, it has sold $1,502,900 of interests to 7 investors since its first sale in Mar 2023. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Michael Winstead; Joseph McKinney.

Total raised
$1,502,900Cumulative sales reported on Form D
Investors
7
First sale
Mar 15, 2023
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Michael Winstead; Joseph McKinney
Latest Form D
Mar 23, 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 Evolve Headwaters, LLC

What is the minimum investment for Evolve Headwaters, LLC?

According to its latest Form D, filed Mar 23, 2023, the minimum investment Evolve Headwaters, LLC accepts from an outside investor is $50,000.

Who can invest in Evolve Headwaters, LLC?

Evolve Headwaters, 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 Evolve Headwaters, LLC raised?

Evolve Headwaters, LLC reports $1,502,900 sold from 7 investors on its Form D filed Mar 23, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Evolve Headwaters, LLC based?

Evolve Headwaters, LLC is based in Greensboro, North Carolina.

When did Evolve Headwaters, LLC launch?

Evolve Headwaters, LLC reports its first sale in Mar 2023.

Size compared with every real estate fund

Raised more than 54% of the 294 real estate funds based in North Carolina, and more than 40% of all 7,322 that report sales.

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