AltMountain

Monroe Exchange Fund, LP

Charlotte, NC · CIK 2023327 · Sponsor: Monroe Exchange
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.

Monroe Exchange Fund, LP is a real estate fund based in Charlotte, North Carolina. According to its most recent Form D, filed May 14, 2024, it has sold $12,000,000 of interests to 15 investors since its first sale in Aug 2023. The minimum investment it accepts from an outside investor is $800,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Sushanth Charabuddi.

Total raised
$12,000,000Cumulative sales reported on Form D
Investors
15
First sale
Aug 31, 2023
Minimum investment
$800,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Sushanth Charabuddi
Latest Form D
May 14, 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 Monroe Exchange Fund, LP

What is the minimum investment for Monroe Exchange Fund, LP?

According to its latest Form D, filed May 14, 2024, the minimum investment Monroe Exchange Fund, LP accepts from an outside investor is $800,000.

Who can invest in Monroe Exchange Fund, LP?

Monroe Exchange Fund, LP 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 Monroe Exchange Fund, LP raised?

Monroe Exchange Fund, LP reports $12,000,000 sold from 15 investors on its Form D filed May 14, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Monroe Exchange Fund, LP based?

Monroe Exchange Fund, LP is based in Charlotte, North Carolina.

When did Monroe Exchange Fund, LP launch?

Monroe Exchange Fund, LP reports its first sale in Aug 2023.

Size compared with every real estate fund

Raised more than 89% of the 296 real estate funds based in North Carolina, and more than 81% of all 7,351 that report sales.

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