AltMountain

Fulton5 Holdings, LLC

San Diego, CA · CIK 1664536
506(c)
Status: no Form D since Jan 2016. 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.

Fulton5 Holdings, LLC is a real estate fund based in San Diego, California. According to its most recent Form D, filed Jan 22, 2016, it has sold $28,392,736 of interests to 2 investors since its first sale in Oct 2015. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include David Michan; Carlos Michan.

Total raised
$28,392,736Cumulative sales reported on Form D
Investors
2
First sale
Oct 1, 2015
Minimum investment
$250,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
David Michan; Carlos Michan
Latest Form D
Jan 22, 2016

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 Fulton5 Holdings, LLC

What is the minimum investment for Fulton5 Holdings, LLC?

According to its latest Form D, filed Jan 22, 2016, the minimum investment Fulton5 Holdings, LLC accepts from an outside investor is $250,000.

Who can invest in Fulton5 Holdings, LLC?

Fulton5 Holdings, 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 Fulton5 Holdings, LLC raised?

Fulton5 Holdings, LLC reports $28,392,736 sold from 2 investors on its Form D filed Jan 22, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is Fulton5 Holdings, LLC based?

Fulton5 Holdings, LLC is based in San Diego, California.

When did Fulton5 Holdings, LLC launch?

Fulton5 Holdings, LLC reports its first sale in Oct 2015.

Size compared with every real estate fund

Raised more than 90% of the 1,089 real estate funds based in California, and more than 90% of all 7,316 that report sales.

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