Kimball Bridge Trust
Kimball Bridge Trust is a real estate fund based in Chevy Chase, Maryland. According to its most recent Form D, filed Dec 22, 2020, it has sold $125,000 of interests to 125 investors since its first sale in Dec 2020. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Alex Marshall; Lacy Rice; Esko Korhonen.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Dec 8, 2020
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Alex Marshall; Lacy Rice; Esko Korhonen
- Latest Form D
- Dec 22, 2020
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 Kimball Bridge Trust
What is the minimum investment for Kimball Bridge Trust?
According to its latest Form D, filed Dec 22, 2020, the minimum investment Kimball Bridge Trust accepts from an outside investor is $1,000.
Who can invest in Kimball Bridge Trust?
Kimball Bridge Trust is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Kimball Bridge Trust raised?
Kimball Bridge Trust reports $125,000 sold from 125 investors on its Form D filed Dec 22, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Kimball Bridge Trust based?
Kimball Bridge Trust is based in Chevy Chase, Maryland.
When did Kimball Bridge Trust launch?
Kimball Bridge Trust reports its first sale in Dec 2020.
Size compared with every real estate fund
Raised more than 39% of the 201 real estate funds based in Maryland, and more than 8% of all 7,350 that report sales.