Fairfield Berkeley Place REIT is a real estate fund based in San Diego, California. According to its most recent Form D, filed Jan 2, 2014, it has sold $124,000 of interests to 124 investors since its first sale in Dec 2013. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Richard Swanson; Jon MacDonald; James Hribar.
- Total raised
- $124,000Cumulative sales reported on Form D
- Investors
- 124
- First sale
- Dec 20, 2013
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Swanson; Jon MacDonald; James Hribar
- Latest Form D
- Jan 2, 2014
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 Fairfield Berkeley Place REIT
What is the minimum investment for Fairfield Berkeley Place REIT?
According to its latest Form D, filed Jan 2, 2014, the minimum investment Fairfield Berkeley Place REIT accepts from an outside investor is $1,000.
Who can invest in Fairfield Berkeley Place REIT?
Fairfield Berkeley Place REIT is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Fairfield Berkeley Place REIT raised?
Fairfield Berkeley Place REIT reports $124,000 sold from 124 investors on its Form D filed Jan 2, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Fairfield Berkeley Place REIT based?
Fairfield Berkeley Place REIT is based in San Diego, California.
When did Fairfield Berkeley Place REIT launch?
Fairfield Berkeley Place REIT reports its first sale in Dec 2013.
Size compared with every real estate fund
Raised more than 31% of the 1,090 real estate funds based in California, and more than 8% of all 7,321 that report sales.