AltMountain

McCallum Portfolio, LLC

Richmond, VA · CIK 1659263 · Sponsor: 37th Parallel Properties, Inc.
Status: no Form D since Nov 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.

McCallum Portfolio, LLC is a real estate fund based in Richmond, Virginia. According to its most recent Form D, filed Nov 24, 2015, it has sold $3,662,500 of interests to 48 investors since its first sale in Nov 2015. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Chad Doty; 37th Parallel Properties LLC; Daniel Chamberlain.

Total raised
$3,662,500Cumulative sales reported on Form D
Investors
48
First sale
Nov 12, 2015
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Chad Doty; 37th Parallel Properties LLC; Daniel Chamberlain
Latest Form D
Nov 24, 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 McCallum Portfolio, LLC

What is the minimum investment for McCallum Portfolio, LLC?

According to its latest Form D, filed Nov 24, 2015, the minimum investment McCallum Portfolio, LLC accepts from an outside investor is $50,000.

Who can invest in McCallum Portfolio, LLC?

McCallum 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 McCallum Portfolio, LLC raised?

McCallum Portfolio, LLC reports $3,662,500 sold from 48 investors on its Form D filed Nov 24, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is McCallum Portfolio, LLC based?

McCallum Portfolio, LLC is based in Richmond, Virginia.

When did McCallum Portfolio, LLC launch?

McCallum Portfolio, LLC reports its first sale in Nov 2015.

Size compared with every real estate fund

Raised more than 65% of the 141 real estate funds based in Virginia, and more than 59% of all 7,348 that report sales.

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