Lockridge RE LLC is a real estate fund based in New York, New York. According to its most recent Form D, filed Feb 2, 2026, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2026. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Todd Aaron; Joshua Kurtz.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 29, 2026
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Todd Aaron; Joshua Kurtz
- Latest Form D
- Feb 2, 2026
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 Lockridge RE LLC
What is the minimum investment for Lockridge RE LLC?
According to its latest Form D, filed Feb 2, 2026, the minimum investment Lockridge RE LLC accepts from an outside investor is $1,000.
Who can invest in Lockridge RE LLC?
Lockridge RE LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Lockridge RE LLC raised?
Lockridge RE LLC reports $125,000 sold from 125 investors on its Form D filed Feb 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Lockridge RE LLC based?
Lockridge RE LLC is based in New York, New York.
When did Lockridge RE LLC launch?
Lockridge RE LLC reports its first sale in Jan 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 27% of the 812 real estate funds based in New York, and more than 8% of all 7,322 that report sales.