Fairmount Portfolio, LLC is a real estate fund based in North Canton, Ohio. According to its most recent Form D, filed Dec 1, 2020, it has sold $550,000 of interests to 4 investors since its first sale in Nov 2020. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jason Pero; Tien Truong; Jens Nielson.
- Total raised
- $550,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Nov 19, 2020
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Jason Pero; Tien Truong; Jens Nielson
- Latest Form D
- Dec 1, 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 Fairmount Portfolio, LLC
What is the minimum investment for Fairmount Portfolio, LLC?
According to its latest Form D, filed Dec 1, 2020, the minimum investment Fairmount Portfolio, LLC accepts from an outside investor is $50,000.
Who can invest in Fairmount Portfolio, LLC?
Fairmount Portfolio, 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 Fairmount Portfolio, LLC raised?
Fairmount Portfolio, LLC reports $550,000 sold from 4 investors on its Form D filed Dec 1, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Fairmount Portfolio, LLC based?
Fairmount Portfolio, LLC is based in North Canton, Ohio.
When did Fairmount Portfolio, LLC launch?
Fairmount Portfolio, LLC reports its first sale in Nov 2020.
Size compared with every real estate fund
Raised more than 40% of the 258 real estate funds based in Ohio, and more than 25% of all 7,349 that report sales.