AltMountain

Karlo Lacey, LLC

Status: no Form D since Jan 2023. 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.

Karlo Lacey, LLC is a real estate fund based in Olympia, Washington. According to its most recent Form D, filed Jan 12, 2023, it has sold $9,905,414 of interests to 23 investors since its first sale in Dec 2022. The minimum investment it accepts from an outside investor is $333,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include a Washington LLC Karlo Lacey Koelsch, LLC; a Washington corporation EAK Manager, Inc; Emmett Koelsch.

Total raised
$9,905,414Cumulative sales reported on Form D
Investors
23
First sale
Dec 30, 2022
Minimum investment
$333,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
a Washington LLC Karlo Lacey Koelsch, LLC; a Washington corporation EAK Manager, Inc; Emmett Koelsch
Latest Form D
Jan 12, 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

Questions about Karlo Lacey, LLC

What is the minimum investment for Karlo Lacey, LLC?

According to its latest Form D, filed Jan 12, 2023, the minimum investment Karlo Lacey, LLC accepts from an outside investor is $333,000.

Who can invest in Karlo Lacey, LLC?

Karlo Lacey, 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 Karlo Lacey, LLC raised?

Karlo Lacey, LLC reports $9,905,414 sold from 23 investors on its Form D filed Jan 12, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Karlo Lacey, LLC based?

Karlo Lacey, LLC is based in Olympia, Washington.

When did Karlo Lacey, LLC launch?

Karlo Lacey, LLC reports its first sale in Dec 2022.

Size compared with every real estate fund

Raised more than 89% of the 282 real estate funds based in Washington, and more than 78% of all 7,316 that report sales.

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