AltMountain

NB Taylor Bend, DST

Aliso Viejo, CA · CIK 1632338
506(c)
Status: no Form D since Jan 2015. 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.

NB Taylor Bend, DST is a real estate fund based in Aliso Viejo, California. According to its most recent Form D, filed Jan 30, 2015, it has sold $4,622,259 of interests to 25 investors since its first sale in Jan 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; Professional Real Estate, LLC Nelson Brothers; Brian Nelson.

Total raised
$4,622,259Cumulative sales reported on Form D
Investors
25
First sale
Jan 16, 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; Professional Real Estate, LLC Nelson Brothers; Brian Nelson
Latest Form D
Jan 30, 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 Taylor Bend, DST

What is the minimum investment for NB Taylor Bend, DST?

According to its latest Form D, filed Jan 30, 2015, the minimum investment NB Taylor Bend, DST accepts from an outside investor is $250,000.

Who can invest in NB Taylor Bend, DST?

NB Taylor Bend, 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 Taylor Bend, DST raised?

NB Taylor Bend, DST reports $4,622,259 sold from 25 investors on its Form D filed Jan 30, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is NB Taylor Bend, DST based?

NB Taylor Bend, DST is based in Aliso Viejo, California.

When did NB Taylor Bend, DST launch?

NB Taylor Bend, DST reports its first sale in Jan 2015.

Size compared with every real estate fund

Raised more than 71% of the 1,090 real estate funds based in California, and more than 64% of all 7,321 that report sales.

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