AltMountain

Legacy PTLA LLC

Walnut Creek, CA · CIK 1653618
Status: no Form D since Sep 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.

Legacy PTLA LLC is a real estate fund based in Walnut Creek, California. According to its most recent Form D, filed Sep 21, 2015, it has sold $703,891 of interests to 12 investors since its first sale in Sep 2015. The minimum investment it accepts from an outside investor is $5,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Peter Wilson; Gary Guarisco.

Total raised
$703,891Cumulative sales reported on Form D
Investors
12
First sale
Sep 9, 2015
Minimum investment
$5,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Peter Wilson; Gary Guarisco
Latest Form D
Sep 21, 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 Legacy PTLA LLC

What is the minimum investment for Legacy PTLA LLC?

According to its latest Form D, filed Sep 21, 2015, the minimum investment Legacy PTLA LLC accepts from an outside investor is $5,000.

Who can invest in Legacy PTLA LLC?

Legacy PTLA 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 Legacy PTLA LLC raised?

Legacy PTLA LLC reports $703,891 sold from 12 investors on its Form D filed Sep 21, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Legacy PTLA LLC based?

Legacy PTLA LLC is based in Walnut Creek, California.

When did Legacy PTLA LLC launch?

Legacy PTLA LLC reports its first sale in Sep 2015.

Size compared with every real estate fund

Raised more than 45% of the 1,089 real estate funds based in California, and more than 28% of all 7,316 that report sales.

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