AltMountain

Lighthouse Portfolio LLC

Erie, PA · CIK 2001859
Status: no Form D since Nov 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.

Lighthouse Portfolio LLC is a real estate fund based in Erie, Pennsylvania. According to its most recent Form D, filed Nov 22, 2023, it has sold $1,256,071 of interests to 7 investors since its first sale in Nov 2023. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Hillary Graves; Scott Jacobson; Daniel Charles.

Total raised
$1,256,071Cumulative sales reported on Form D
Investors
7
First sale
Nov 6, 2023
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Hillary Graves; Scott Jacobson; Daniel Charles
Latest Form D
Nov 22, 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 Lighthouse Portfolio LLC

What is the minimum investment for Lighthouse Portfolio LLC?

According to its latest Form D, filed Nov 22, 2023, the minimum investment Lighthouse Portfolio LLC accepts from an outside investor is $25,000.

Who can invest in Lighthouse Portfolio LLC?

Lighthouse Portfolio 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 Lighthouse Portfolio LLC raised?

Lighthouse Portfolio LLC reports $1,256,071 sold from 7 investors on its Form D filed Nov 22, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Lighthouse Portfolio LLC based?

Lighthouse Portfolio LLC is based in Erie, Pennsylvania.

When did Lighthouse Portfolio LLC launch?

Lighthouse Portfolio LLC reports its first sale in Nov 2023.

Size compared with every real estate fund

Raised more than 45% of the 191 real estate funds based in Pennsylvania, and more than 37% of all 7,350 that report sales.

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