AltMountain

Lakeside Preferred, LLC

Addison, TX · CIK 1640430
Status: no Form D since May 2015. 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.

Lakeside Preferred, LLC is a real estate fund based in Addison, Texas. According to its most recent Form D, filed May 26, 2015, it has sold $750,000 of interests to 3 investors since its first sale in Apr 2015. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Carlos Vaz.

Total raised
$750,000Cumulative sales reported on Form D
Investors
3
First sale
Apr 27, 2015
Minimum investment
$250,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Carlos Vaz
Latest Form D
May 26, 2015

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 Lakeside Preferred, LLC

What is the minimum investment for Lakeside Preferred, LLC?

According to its latest Form D, filed May 26, 2015, the minimum investment Lakeside Preferred, LLC accepts from an outside investor is $250,000.

Who can invest in Lakeside Preferred, LLC?

Lakeside Preferred, 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 Lakeside Preferred, LLC raised?

Lakeside Preferred, LLC reports $750,000 sold from 3 investors on its Form D filed May 26, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Lakeside Preferred, LLC based?

Lakeside Preferred, LLC is based in Addison, Texas.

When did Lakeside Preferred, LLC launch?

Lakeside Preferred, LLC reports its first sale in Apr 2015.

Size compared with every real estate fund

Raised more than 46% of the 1,421 real estate funds based in Texas, and more than 28% of all 7,337 that report sales.

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