Fogelman - Edison, LLC is a real estate fund based in Memphis, Tennessee. According to its most recent Form D, filed Jan 7, 2021, it has sold $715,000 of interests to 9 investors since its first sale in Dec 2020. The minimum investment it accepts from an outside investor is $45,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Kevin Jackson; Earl Williams, Jr; John Barger.
- Total raised
- $715,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Dec 23, 2020
- Minimum investment
- $45,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Kevin Jackson; Earl Williams, Jr; John Barger
- Latest Form D
- Jan 7, 2021
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 Fogelman - Edison, LLC
What is the minimum investment for Fogelman - Edison, LLC?
According to its latest Form D, filed Jan 7, 2021, the minimum investment Fogelman - Edison, LLC accepts from an outside investor is $45,000.
Who can invest in Fogelman - Edison, LLC?
Fogelman - Edison, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Fogelman - Edison, LLC raised?
Fogelman - Edison, LLC reports $715,000 sold from 9 investors on its Form D filed Jan 7, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Fogelman - Edison, LLC based?
Fogelman - Edison, LLC is based in Memphis, Tennessee.
When did Fogelman - Edison, LLC launch?
Fogelman - Edison, LLC reports its first sale in Dec 2020.
Size compared with every real estate fund
Raised more than 40% of the 118 real estate funds based in Tennessee, and more than 28% of all 7,350 that report sales.