AltMountain

Midtown Sb LLC

Organized in Delaware, United States · Advised by Midtown Investment Advisors LLC · Private fund ID 805-3568089203
Real estate fund

Midtown Sb LLC is a real estate fund organized in Delaware, United States and advised by Midtown Investment Advisors LLC. Its adviser reported $120,000,000 in gross assets for the fund on Form ADV, filed Mar 4, 2024. It reported 42 beneficial owners. The minimum investment it accepts is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.

Gross assets
$120,000,000As reported on Form ADV
Beneficial owners
42
Minimum investment
$500,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 owners
Fund type
Real estate fund
Domicile
Delaware, United States
Auditor
Kaufman Rossin & Co, P.A.
Administrator
Trustserve LP
Custodian
Bank of America; City National Bank
Adviser
Midtown Investment Advisors LLC · Miami, FL · CRD 316137
Reported on
Mar 4, 2024Adviser's Form ADV

From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Midtown Sb LLC

What is the minimum investment for Midtown Sb LLC?

According to its adviser's Form ADV filed Mar 4, 2024, the minimum investment Midtown Sb LLC accepts is $500,000.

Who can invest in Midtown Sb LLC?

Midtown Sb LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How large is Midtown Sb LLC?

Its adviser reported $120,000,000 in gross assets on Form ADV filed Mar 4, 2024. Gross assets include borrowed money and are not the same as net assets or performance.

Who manages Midtown Sb LLC?

Midtown Sb LLC is advised by Midtown Investment Advisors LLC, based in Miami, FL.

Who are Midtown Sb LLC's service providers?

Its Form ADV lists Kaufman Rossin & Co, P.A. as auditor and Trustserve LP as administrator.

Fund vehicles that invest through this fund (2)

Feeder funds reported on Form ADV with Midtown Sb LLC as their master fund.

Fund
Gross assets
Minimum
Owners
Adviser
Midtown Sb Investments 2 LLC
Delaware, United StatesReal estate fund
Gross assets$23.8M
Minimum$500K
Owners36
AdviserMidtown Investment Advisors LLC
Midtown Sb Investments LLC
Delaware, United StatesReal estate fund
Gross assets$10.1M
Minimum$500K
Owners6
AdviserMidtown Investment Advisors LLC

Other funds advised by Midtown Investment Advisors LLC