NewCold USA IX, LLC is a real estate fund based in Chicago, Illinois. According to its most recent Form D, filed Dec 31, 2025, it has sold $122,000 of interests to 122 investors since its first sale in Dec 2025. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Mike Shawgo; Trae Richardson.
- Total raised
- $122,000Cumulative sales reported on Form D
- Investors
- 122
- First sale
- Dec 18, 2025
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Mike Shawgo; Trae Richardson
- Latest Form D
- Dec 31, 2025
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 NewCold USA IX, LLC
What is the minimum investment for NewCold USA IX, LLC?
According to its latest Form D, filed Dec 31, 2025, the minimum investment NewCold USA IX, LLC accepts from an outside investor is $1,000.
Who can invest in NewCold USA IX, LLC?
NewCold USA IX, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has NewCold USA IX, LLC raised?
NewCold USA IX, LLC reports $122,000 sold from 122 investors on its Form D filed Dec 31, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is NewCold USA IX, LLC based?
NewCold USA IX, LLC is based in Chicago, Illinois.
When did NewCold USA IX, LLC launch?
NewCold USA IX, LLC reports its first sale in Dec 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 41% of the 479 real estate funds based in Illinois, and more than 7% of all 7,321 that report sales.