AltMountain

Newport McRee, LLC

Dallas, TX · CIK 1904684
Status: no Form D since Jan 2022. 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.

Newport McRee, LLC is a private equity fund based in Dallas, Texas. According to its most recent Form D, filed Jan 14, 2022, it has sold $9,195,000 of interests to 25 investors since its first sale in Dec 2021. The minimum investment it accepts from an outside investor is $20,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeffrey Juster; Newport Capital Advisors, LLC.

Total raised
$9,195,000Cumulative sales reported on Form D
Investors
25
First sale
Dec 31, 2021
Minimum investment
$20,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeffrey Juster; Newport Capital Advisors, LLC
Latest Form D
Jan 14, 2022

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 McRee, LLC

What is the minimum investment for Newport McRee, LLC?

According to its latest Form D, filed Jan 14, 2022, the minimum investment Newport McRee, LLC accepts from an outside investor is $20,000.

Who can invest in Newport McRee, LLC?

Newport McRee, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Newport McRee, LLC raised?

Newport McRee, LLC reports $9,195,000 sold from 25 investors on its Form D filed Jan 14, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Newport McRee, LLC based?

Newport McRee, LLC is based in Dallas, Texas.

When did Newport McRee, LLC launch?

Newport McRee, LLC reports its first sale in Dec 2021.

Size compared with every private equity fund

Raised more than 65% of the 1,401 private equity funds based in Texas, and more than 41% of all 8,896 that report sales.

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