AltMountain

Jcu Wealth Management, LLC

Williamsville, NY · CIK 1784550
Status: no Form D since Oct 2019. 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.

Jcu Wealth Management, LLC is a real estate fund based in Williamsville, New York. Its most recent Form D, filed Oct 31, 2019, reports no sales yet. 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 Jia Lin.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jia Lin
Latest Form D
Oct 31, 2019

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 Jcu Wealth Management, LLC

What is the minimum investment for Jcu Wealth Management, LLC?

According to its latest Form D, filed Oct 31, 2019, the minimum investment Jcu Wealth Management, LLC accepts from an outside investor is $25,000.

Who can invest in Jcu Wealth Management, LLC?

Jcu Wealth Management, 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 Jcu Wealth Management, LLC raised?

Jcu Wealth Management, LLC's latest Form D, filed Oct 31, 2019, reports no sales yet.

Where is Jcu Wealth Management, LLC based?

Jcu Wealth Management, LLC is based in Williamsville, New York.

Size compared with every real estate fund

This fund hasn't reported any sales yet.

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