AltMountain

LMS Phoenix Hill, LLC

Status: no Form D since Sep 2019. 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.

LMS Phoenix Hill, LLC is a real estate fund based in Homewood, Alabama. According to its most recent Form D, filed Sep 11, 2019, it has sold $3,403,926 of interests to 25 investors since its first sale in Aug 2019. The minimum investment it accepts from an outside investor is $1,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include None LMS Real Estate Investment Management, LLC; Patrick Stacker; John Levy.

Total raised
$3,403,926Cumulative sales reported on Form D
Investors
25
First sale
Aug 28, 2019
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
None LMS Real Estate Investment Management, LLC; Patrick Stacker; John Levy
Latest Form D
Sep 11, 2019

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 LMS Phoenix Hill, LLC

What is the minimum investment for LMS Phoenix Hill, LLC?

According to its latest Form D, filed Sep 11, 2019, the minimum investment LMS Phoenix Hill, LLC accepts from an outside investor is $1,000.

Who can invest in LMS Phoenix Hill, LLC?

LMS Phoenix Hill, 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 LMS Phoenix Hill, LLC raised?

LMS Phoenix Hill, LLC reports $3,403,926 sold from 25 investors on its Form D filed Sep 11, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is LMS Phoenix Hill, LLC based?

LMS Phoenix Hill, LLC is based in Homewood, Alabama.

When did LMS Phoenix Hill, LLC launch?

LMS Phoenix Hill, LLC reports its first sale in Aug 2019.

Size compared with every real estate fund

Raised more than 52% of the 90 real estate funds based in Alabama, and more than 57% of all 7,316 that report sales.

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