Held RE Holdings LLC is a real estate fund based in Milwaukee, Wisconsin. According to its most recent Form D, filed Oct 15, 2025, it has sold $2,237,000 of interests to 45 investors since its first sale in Oct 2025. The minimum investment it accepts from an outside investor is $27,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Brent Adam; Matthew Kiefer; Sequoya Borgman.
- Total raised
- $2,237,000Cumulative sales reported on Form D
- Investors
- 45
- First sale
- Oct 2, 2025
- Minimum investment
- $27,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Brent Adam; Matthew Kiefer; Sequoya Borgman
- Latest Form D
- Oct 15, 2025
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 Held RE Holdings LLC
What is the minimum investment for Held RE Holdings LLC?
According to its latest Form D, filed Oct 15, 2025, the minimum investment Held RE Holdings LLC accepts from an outside investor is $27,000.
Who can invest in Held RE Holdings LLC?
Held RE Holdings 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 Held RE Holdings LLC raised?
Held RE Holdings LLC reports $2,237,000 sold from 45 investors on its Form D filed Oct 15, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Held RE Holdings LLC based?
Held RE Holdings LLC is based in Milwaukee, Wisconsin.
When did Held RE Holdings LLC launch?
Held RE Holdings LLC reports its first sale in Oct 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 55% of the 128 real estate funds based in Wisconsin, and more than 48% of all 7,351 that report sales.