Excel Trust, L.P.
Excel Trust, L.P. is a real estate fund based in San Diego, California. According to its most recent Form D, filed Oct 31, 2012, it has sold $5,500,000 of interests to 3 investors since its first sale in Oct 2012. The filing does not set a minimum investment. Related persons named in the filing include Spencer Plumb; James Nakagawa; Mark Burton.
- Total raised
- $5,500,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Oct 19, 2012
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Other exemption
- Key people and entities
- Spencer Plumb; James Nakagawa; Mark Burton
- Latest Form D
- Oct 31, 2012
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 Excel Trust, L.P.
What is the minimum investment for Excel Trust, L.P.?
Excel Trust, L.P.'s latest Form D, filed Oct 31, 2012, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Excel Trust, L.P.?
Excel Trust, L.P. is generally open only to investors who meet the eligibility rules in its offering documents.
How much has Excel Trust, L.P. raised?
Excel Trust, L.P. reports $5,500,000 sold from 3 investors on its Form D filed Oct 31, 2012. This is cumulative sales since the offering began, not current assets or performance.
Where is Excel Trust, L.P. based?
Excel Trust, L.P. is based in San Diego, California.
When did Excel Trust, L.P. launch?
Excel Trust, L.P. reports its first sale in Oct 2012.
Size compared with every real estate fund
Raised more than 74% of the 1,095 real estate funds based in California, and more than 68% of all 7,350 that report sales.