Montgomery Logistics Assets Trust is a real estate fund based in New York, New York. According to its most recent Form D, filed Feb 7, 2022, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $1,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Hui Hui See; Richard Prokup; Judah Elbaum.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Jan 27, 2022
- Minimum investment
- $1,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Hui Hui See; Richard Prokup; Judah Elbaum
- Latest Form D
- Feb 7, 2022
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 Montgomery Logistics Assets Trust
What is the minimum investment for Montgomery Logistics Assets Trust?
According to its latest Form D, filed Feb 7, 2022, the minimum investment Montgomery Logistics Assets Trust accepts from an outside investor is $1,000.
Who can invest in Montgomery Logistics Assets Trust?
Montgomery Logistics Assets Trust 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 Montgomery Logistics Assets Trust raised?
Montgomery Logistics Assets Trust reports $125,000 sold from 125 investors on its Form D filed Feb 7, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Montgomery Logistics Assets Trust based?
Montgomery Logistics Assets Trust is based in New York, New York.
When did Montgomery Logistics Assets Trust launch?
Montgomery Logistics Assets Trust reports its first sale in Jan 2022.
Size compared with every real estate fund
Raised more than 27% of the 812 real estate funds based in New York, and more than 8% of all 7,349 that report sales.