NB Chateau Sera, DST is a real estate fund based in Aliso Viejo, California. According to its most recent Form D, filed Oct 28, 2015, it has sold $4,329,638 of interests to 25 investors since its first sale in Jul 2015. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Patrick Nelson; Brian Nelson; Sera ST, LLC NB Chateau.
- Total raised
- $4,329,638Cumulative sales reported on Form D
- Investors
- 25
- First sale
- Jul 1, 2015
- Minimum investment
- $250,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Patrick Nelson; Brian Nelson; Sera ST, LLC NB Chateau
- Latest Form D
- Oct 28, 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 Chateau Sera, DST
What is the minimum investment for NB Chateau Sera, DST?
According to its latest Form D, filed Oct 28, 2015, the minimum investment NB Chateau Sera, DST accepts from an outside investor is $250,000.
Who can invest in NB Chateau Sera, DST?
NB Chateau Sera, 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 Chateau Sera, DST raised?
NB Chateau Sera, DST reports $4,329,638 sold from 25 investors on its Form D filed Oct 28, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is NB Chateau Sera, DST based?
NB Chateau Sera, DST is based in Aliso Viejo, California.
When did NB Chateau Sera, DST launch?
NB Chateau Sera, DST reports its first sale in Jul 2015.
Size compared with every real estate fund
Raised more than 70% of the 1,090 real estate funds based in California, and more than 63% of all 7,321 that report sales.