IPG Monica Partners, LLC
IPG Monica Partners, LLC is a real estate fund based in Newport Beach, California. According to its most recent Form D, filed Sep 5, 2023, it has sold $2,465,000 of interests to 23 investors since its first sale in Jun 2023. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Paul Heckler; Josh Needle; Jason Fancey.
- Total raised
- $2,465,000Cumulative sales reported on Form D
- Investors
- 23
- First sale
- Jun 30, 2023
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Paul Heckler; Josh Needle; Jason Fancey
- Latest Form D
- Sep 5, 2023
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Sep 5, 2023 | Amendment | $2,465,000 | 23 | SEC.gov ↗ |
| Jul 14, 2023 | First notice | $2,465,000 | 23 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jul 14, 2023. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about IPG Monica Partners, LLC
What is the minimum investment for IPG Monica Partners, LLC?
According to its latest Form D, filed Sep 5, 2023, the minimum investment IPG Monica Partners, LLC accepts from an outside investor is $25,000.
Who can invest in IPG Monica Partners, LLC?
IPG Monica Partners, 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 IPG Monica Partners, LLC raised?
IPG Monica Partners, LLC reports $2,465,000 sold from 23 investors on its Form D filed Sep 5, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is IPG Monica Partners, LLC based?
IPG Monica Partners, LLC is based in Newport Beach, California.
When did IPG Monica Partners, LLC launch?
IPG Monica Partners, LLC reports its first sale in Jun 2023.
Size compared with every real estate fund
Raised more than 62% of the 1,092 real estate funds based in California, and more than 50% of all 7,351 that report sales.