NB Avalon, DST is a real estate fund based in Aliso Viejo. According to its most recent Form D, filed Oct 2, 2015, it has sold $2,669,550 of interests to 15 investors since its first sale in Sep 2015. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Patrick Nelson; ST, LLC NB Avalon; Brian Nelson.
- Total raised
- $2,669,550Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Sep 17, 2015
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Patrick Nelson; ST, LLC NB Avalon; Brian Nelson
- Latest Form D
- Oct 2, 2015
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 NB Avalon, DST
What is the minimum investment for NB Avalon, DST?
According to its latest Form D, filed Oct 2, 2015, the minimum investment NB Avalon, DST accepts from an outside investor is $50,000.
Who can invest in NB Avalon, DST?
NB Avalon, DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has NB Avalon, DST raised?
NB Avalon, DST reports $2,669,550 sold from 15 investors on its Form D filed Oct 2, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is NB Avalon, DST based?
NB Avalon, DST is based in Aliso Viejo.
When did NB Avalon, DST launch?
NB Avalon, DST reports its first sale in Sep 2015.