AltMountain

MO MHC Portfolio LLC

Garden City, ID · CIK 1972571 · Sponsor: Suncrest Equity LLC
Status: no Form D since May 2024. 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.

MO MHC Portfolio LLC is a real estate fund based in Garden City, Idaho. According to its most recent Form D, filed May 13, 2024, it has sold $1,715,000 of interests to 23 investors since its first sale in Aug 2021. The minimum investment it accepts from an outside investor is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Bowman Investment Group, LLC; MO MHC Portfolio Manager LLC; Brett Bowman.

Total raised
$1,715,000Cumulative sales reported on Form D
Investors
23
First sale
Aug 10, 2021
Minimum investment
$50,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Bowman Investment Group, LLC; MO MHC Portfolio Manager LLC; Brett Bowman
Latest Form D
May 13, 2024

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 MO MHC Portfolio LLC

What is the minimum investment for MO MHC Portfolio LLC?

According to its latest Form D, filed May 13, 2024, the minimum investment MO MHC Portfolio LLC accepts from an outside investor is $50,000.

Who can invest in MO MHC Portfolio LLC?

MO MHC Portfolio 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). It uses Rule 506(b), which does not allow general advertising.

How much has MO MHC Portfolio LLC raised?

MO MHC Portfolio LLC reports $1,715,000 sold from 23 investors on its Form D filed May 13, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is MO MHC Portfolio LLC based?

MO MHC Portfolio LLC is based in Garden City, Idaho.

When did MO MHC Portfolio LLC launch?

MO MHC Portfolio LLC reports its first sale in Aug 2021.

Size compared with every real estate fund

Raised more than 65% of the 81 real estate funds based in Idaho, and more than 42% of all 7,351 that report sales.

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