AltMountain

FreeUp Storage DFW Portfolio, LLC

Golden, CO · CIK 1879430
506(c)
Status: no Form D since Dec 2022. 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.

FreeUp Storage DFW Portfolio, LLC is a real estate fund based in Golden, Colorado. According to its most recent Form D, filed Dec 7, 2022, it has sold $6,710,000 of interests to 48 investors since its first sale in Jul 2022. 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 Scott Lewis; Ben Lapidus; Ryan Gibson.

Total raised
$6,710,000Cumulative sales reported on Form D
Investors
48
First sale
Jul 12, 2022
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
Scott Lewis; Ben Lapidus; Ryan Gibson
Latest Form D
Dec 7, 2022

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

Raise history

FiledFilingTotal raisedInvestorsSource
Dec 7, 2022First notice$6,710,00048SEC.gov ↗
Aug 20, 2021First notice$250,0004SEC.gov ↗

2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Aug 20, 2021. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.

Questions about FreeUp Storage DFW Portfolio, LLC

What is the minimum investment for FreeUp Storage DFW Portfolio, LLC?

According to its latest Form D, filed Dec 7, 2022, the minimum investment FreeUp Storage DFW Portfolio, LLC accepts from an outside investor is $50,000.

Who can invest in FreeUp Storage DFW Portfolio, LLC?

FreeUp Storage DFW 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 FreeUp Storage DFW Portfolio, LLC raised?

FreeUp Storage DFW Portfolio, LLC reports $6,710,000 sold from 48 investors on its Form D filed Dec 7, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is FreeUp Storage DFW Portfolio, LLC based?

FreeUp Storage DFW Portfolio, LLC is based in Golden, Colorado.

When did FreeUp Storage DFW Portfolio, LLC launch?

FreeUp Storage DFW Portfolio, LLC reports its first sale in Jul 2022.

Size compared with every real estate fund

Raised more than 78% of the 371 real estate funds based in Colorado, and more than 72% of all 7,351 that report sales.

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