Montgomery Realty, LLC
Montgomery Realty, LLC is a real estate fund based in Spokane Valley, Washington. According to its most recent Form D, filed Apr 4, 2024, it has sold $10,900,000 of interests to 35 investors since its first sale in Mar 2024. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Timothy Wolff; Aaron Lake.
- Total raised
- $10,900,000Cumulative sales reported on Form D
- Investors
- 35
- First sale
- Mar 15, 2024
- Minimum investment
- $250,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Timothy Wolff; Aaron Lake
- Latest Form D
- Apr 4, 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 Montgomery Realty, LLC
What is the minimum investment for Montgomery Realty, LLC?
According to its latest Form D, filed Apr 4, 2024, the minimum investment Montgomery Realty, LLC accepts from an outside investor is $250,000.
Who can invest in Montgomery Realty, LLC?
Montgomery Realty, 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 Montgomery Realty, LLC raised?
Montgomery Realty, LLC reports $10,900,000 sold from 35 investors on its Form D filed Apr 4, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Montgomery Realty, LLC based?
Montgomery Realty, LLC is based in Spokane Valley, Washington.
When did Montgomery Realty, LLC launch?
Montgomery Realty, LLC reports its first sale in Mar 2024.
Size compared with every real estate fund
Raised more than 90% of the 282 real estate funds based in Washington, and more than 80% of all 7,316 that report sales.