Giving Plan, LLC is a real estate fund based in Atlanta, Georgia. According to its most recent Form D, filed May 6, 2016, it has sold $560,000 of interests to 5 investors since its first sale in Feb 2016. The minimum investment it accepts from an outside investor is $20,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Robert Vaka; Sandi Bronte; Adam Capes.
- Total raised
- $560,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Feb 5, 2016
- Minimum investment
- $20,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Robert Vaka; Sandi Bronte; Adam Capes
- Latest Form D
- May 6, 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 Giving Plan, LLC
What is the minimum investment for Giving Plan, LLC?
According to its latest Form D, filed May 6, 2016, the minimum investment Giving Plan, LLC accepts from an outside investor is $20,000.
Who can invest in Giving Plan, LLC?
Giving Plan, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Giving Plan, LLC raised?
Giving Plan, LLC reports $560,000 sold from 5 investors on its Form D filed May 6, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Giving Plan, LLC based?
Giving Plan, LLC is based in Atlanta, Georgia.
When did Giving Plan, LLC launch?
Giving Plan, LLC reports its first sale in Feb 2016.
Size compared with every real estate fund
Raised more than 54% of the 490 real estate funds based in Georgia, and more than 25% of all 7,322 that report sales.