AltMountain

Merit UP Partners, Ltd.

San Antonio, TX · CIK 1892907
Status: no Form D since Nov 2021. 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.

Merit UP Partners, Ltd. is a real estate fund based in San Antonio, Texas. According to its most recent Form D, filed Nov 29, 2021, it has sold $11,933,810 of interests to 23 investors since its first sale in Nov 2021. 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 Ryan Harrison; James Collins, Jr.

Total raised
$11,933,810Cumulative sales reported on Form D
Investors
23
First sale
Nov 17, 2021
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Ryan Harrison; James Collins, Jr
Latest Form D
Nov 29, 2021

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 Merit UP Partners, Ltd.

What is the minimum investment for Merit UP Partners, Ltd.?

According to its latest Form D, filed Nov 29, 2021, the minimum investment Merit UP Partners, Ltd. accepts from an outside investor is $50,000.

Who can invest in Merit UP Partners, Ltd.?

Merit UP Partners, Ltd. 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 Merit UP Partners, Ltd. raised?

Merit UP Partners, Ltd. reports $11,933,810 sold from 23 investors on its Form D filed Nov 29, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Merit UP Partners, Ltd. based?

Merit UP Partners, Ltd. is based in San Antonio, Texas.

When did Merit UP Partners, Ltd. launch?

Merit UP Partners, Ltd. reports its first sale in Nov 2021.

Size compared with every real estate fund

Raised more than 87% of the 1,412 real estate funds based in Texas, and more than 81% of all 7,316 that report sales.

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