Newport Hellen Valley, LLC is a real estate fund based in Cumming, Georgia. According to its most recent Form D, filed Feb 13, 2020, it has sold $6,060,000 of interests to 57 investors since its first sale in Feb 2020. The minimum investment it accepts from an outside investor is $101,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Shaoshan Wang; David Chang.
- Total raised
- $6,060,000Cumulative sales reported on Form D
- Investors
- 57
- First sale
- Feb 5, 2020
- Minimum investment
- $101,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Shaoshan Wang; David Chang
- Latest Form D
- Feb 13, 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 Newport Hellen Valley, LLC
What is the minimum investment for Newport Hellen Valley, LLC?
According to its latest Form D, filed Feb 13, 2020, the minimum investment Newport Hellen Valley, LLC accepts from an outside investor is $101,000.
Who can invest in Newport Hellen Valley, LLC?
Newport Hellen Valley, LLC 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 Newport Hellen Valley, LLC raised?
Newport Hellen Valley, LLC reports $6,060,000 sold from 57 investors on its Form D filed Feb 13, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Newport Hellen Valley, LLC based?
Newport Hellen Valley, LLC is based in Cumming, Georgia.
When did Newport Hellen Valley, LLC launch?
Newport Hellen Valley, LLC reports its first sale in Feb 2020.
Size compared with every real estate fund
Raised more than 78% of the 494 real estate funds based in Georgia, and more than 69% of all 7,348 that report sales.