AltMountain

National Trustee LLC

Status: no Form D since Jan 2020. 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.

National Trustee LLC is a real estate fund based in Sandy Spring, Georgia. According to its most recent Form D, filed Jan 23, 2020, it has sold $800,000 of interests since its first sale in Jan 2020. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Leaders Investment Group LLC.

Total raised
$800,000Cumulative sales reported on Form D
Investors
0
First sale
Jan 22, 2020
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Leaders Investment Group LLC
Latest Form D
Jan 23, 2020

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 National Trustee LLC

What is the minimum investment for National Trustee LLC?

According to its latest Form D, filed Jan 23, 2020, the minimum investment National Trustee LLC accepts from an outside investor is $100,000.

Who can invest in National Trustee LLC?

National Trustee 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 National Trustee LLC raised?

National Trustee LLC reports $800,000 sold on its Form D filed Jan 23, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is National Trustee LLC based?

National Trustee LLC is based in Sandy Spring, Georgia.

When did National Trustee LLC launch?

National Trustee LLC reports its first sale in Jan 2020.

Size compared with every real estate fund

Raised more than 57% of the 494 real estate funds based in Georgia, and more than 29% of all 7,321 that report sales.

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