AltMountain

LBI HoldCo LLC

Raleigh, NC · CIK 1967424
Status: no Form D since Mar 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.

LBI HoldCo LLC is a real estate fund based in Raleigh, North Carolina. According to its most recent Form D, filed Mar 3, 2023, it has sold $1,339,025 of interests to 21 investors since its first sale in Feb 2023. The minimum investment it accepts from an outside investor is $9,564. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include William Thompson; McCarthy Shelton.

Total raised
$1,339,025Cumulative sales reported on Form D
Investors
21
First sale
Feb 10, 2023
Minimum investment
$9,564
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
William Thompson; McCarthy Shelton
Latest Form D
Mar 3, 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 LBI HoldCo LLC

What is the minimum investment for LBI HoldCo LLC?

According to its latest Form D, filed Mar 3, 2023, the minimum investment LBI HoldCo LLC accepts from an outside investor is $9,564.

Who can invest in LBI HoldCo LLC?

LBI HoldCo 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 LBI HoldCo LLC raised?

LBI HoldCo LLC reports $1,339,025 sold from 21 investors on its Form D filed Mar 3, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is LBI HoldCo LLC based?

LBI HoldCo LLC is based in Raleigh, North Carolina.

When did LBI HoldCo LLC launch?

LBI HoldCo LLC reports its first sale in Feb 2023.

Size compared with every real estate fund

Raised more than 53% of the 297 real estate funds based in North Carolina, and more than 38% of all 7,348 that report sales.

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