AltMountain

Harbor Light Self Storage, LLC

Valrico, FL · CIK 1722973 · Sponsor: Lockhart Management Group, Inc.
506(c)
Status: no Form D since Aug 2018. 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.

Harbor Light Self Storage, LLC is a real estate fund based in Valrico, Florida. According to its most recent Form D, filed Aug 3, 2018, it has sold $3,048,500 of interests to 30 investors since its first sale in Nov 2017. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include James Lockhart.

Total raised
$3,048,500Cumulative sales reported on Form D
Investors
30
First sale
Nov 9, 2017
Minimum investment
$100,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
James Lockhart
Latest Form D
Aug 3, 2018

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 Harbor Light Self Storage, LLC

What is the minimum investment for Harbor Light Self Storage, LLC?

According to its latest Form D, filed Aug 3, 2018, the minimum investment Harbor Light Self Storage, LLC accepts from an outside investor is $100,000.

Who can invest in Harbor Light Self Storage, LLC?

Harbor Light Self Storage, 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(c), so it may advertise, but every investor must be verified as accredited.

How much has Harbor Light Self Storage, LLC raised?

Harbor Light Self Storage, LLC reports $3,048,500 sold from 30 investors on its Form D filed Aug 3, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Harbor Light Self Storage, LLC based?

Harbor Light Self Storage, LLC is based in Valrico, Florida.

When did Harbor Light Self Storage, LLC launch?

Harbor Light Self Storage, LLC reports its first sale in Nov 2017.

Size compared with every real estate fund

Raised more than 62% of the 618 real estate funds based in Florida, and more than 55% of all 7,350 that report sales.

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