AltMountain

Monterra Sponsor, LLC

San Francisco, CA · CIK 1614913 · Sponsor: Hamilton Zanze & Company
Status: no Form D since Sep 2014. 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.

Monterra Sponsor, LLC is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Sep 4, 2014, it has sold $6,800,000 of interests to 37 investors since its first sale in Jul 2014. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include None HZ Manager, LLC; None Hamilton Zanze & Company.

Total raised
$6,800,000Cumulative sales reported on Form D
Investors
37
First sale
Jul 10, 2014
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
None HZ Manager, LLC; None Hamilton Zanze & Company
Latest Form D
Sep 4, 2014

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 Monterra Sponsor, LLC

What is the minimum investment for Monterra Sponsor, LLC?

Monterra Sponsor, LLC's latest Form D, filed Sep 4, 2014, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Monterra Sponsor, LLC?

Monterra Sponsor, 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 Monterra Sponsor, LLC raised?

Monterra Sponsor, LLC reports $6,800,000 sold from 37 investors on its Form D filed Sep 4, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is Monterra Sponsor, LLC based?

Monterra Sponsor, LLC is based in San Francisco, California.

When did Monterra Sponsor, LLC launch?

Monterra Sponsor, LLC reports its first sale in Jul 2014.

Size compared with every real estate fund

Raised more than 76% of the 1,092 real estate funds based in California, and more than 72% of all 7,351 that report sales.

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