HZ Middletown Portfolio, LLC
HZ Middletown Portfolio, LLC is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Mar 28, 2018, it has sold $3,019,800 of interests to 2 investors since its first sale in Mar 2018. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Mark Hamilton; Hamilton Zanze & Company; HZ Manager, LLC.
- Total raised
- $3,019,800Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Mar 16, 2018
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Mark Hamilton; Hamilton Zanze & Company; HZ Manager, LLC
- Latest Form D
- Mar 28, 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 HZ Middletown Portfolio, LLC
What is the minimum investment for HZ Middletown Portfolio, LLC?
HZ Middletown Portfolio, LLC's latest Form D, filed Mar 28, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in HZ Middletown Portfolio, LLC?
HZ Middletown Portfolio, 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 HZ Middletown Portfolio, LLC raised?
HZ Middletown Portfolio, LLC reports $3,019,800 sold from 2 investors on its Form D filed Mar 28, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is HZ Middletown Portfolio, LLC based?
HZ Middletown Portfolio, LLC is based in San Francisco, California.
When did HZ Middletown Portfolio, LLC launch?
HZ Middletown Portfolio, LLC reports its first sale in Mar 2018.
Size compared with every real estate fund
Raised more than 65% of the 1,092 real estate funds based in California, and more than 55% of all 7,351 that report sales.