Montevallo Place Partners Ltd is a real estate fund based in Houston, Texas. According to its most recent Form D, filed Jun 22, 2017, it has sold $5,562,000 of interests to 37 investors since its first sale in Jun 2017. The minimum investment it accepts from an outside investor is $100,000. 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 Grady Roberts; Todd Johnson.
- Total raised
- $5,562,000Cumulative sales reported on Form D
- Investors
- 37
- First sale
- Jun 8, 2017
- Minimum investment
- $100,000
- 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
- Grady Roberts; Todd Johnson
- Latest Form D
- Jun 22, 2017
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 Montevallo Place Partners Ltd
What is the minimum investment for Montevallo Place Partners Ltd?
According to its latest Form D, filed Jun 22, 2017, the minimum investment Montevallo Place Partners Ltd accepts from an outside investor is $100,000.
Who can invest in Montevallo Place Partners Ltd?
Montevallo Place Partners Ltd 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 Montevallo Place Partners Ltd raised?
Montevallo Place Partners Ltd reports $5,562,000 sold from 37 investors on its Form D filed Jun 22, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Montevallo Place Partners Ltd based?
Montevallo Place Partners Ltd is based in Houston, Texas.
When did Montevallo Place Partners Ltd launch?
Montevallo Place Partners Ltd reports its first sale in Jun 2017.
Size compared with every real estate fund
Raised more than 77% of the 1,420 real estate funds based in Texas, and more than 68% of all 7,351 that report sales.