AltMountain

Niki Bala, LP

San Diego, CA · CIK 1727014
Status: no Form D since Jan 2018. 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.

Niki Bala, LP is a real estate fund based in San Diego, California. According to its most recent Form D, filed Jan 3, 2018, it has sold $325,000 of interests to 9 investors since its first sale in Jan 2018. The minimum investment it accepts from an outside investor is $5,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Genevieve Hedrick; David Trakman; Peter Zarcades.

Total raised
$325,000Cumulative sales reported on Form D
Investors
9
First sale
Jan 1, 2018
Minimum investment
$5,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Genevieve Hedrick; David Trakman; Peter Zarcades
Latest Form D
Jan 3, 2018

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 Niki Bala, LP

What is the minimum investment for Niki Bala, LP?

According to its latest Form D, filed Jan 3, 2018, the minimum investment Niki Bala, LP accepts from an outside investor is $5,000.

Who can invest in Niki Bala, LP?

Niki Bala, LP 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 Niki Bala, LP raised?

Niki Bala, LP reports $325,000 sold from 9 investors on its Form D filed Jan 3, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Niki Bala, LP based?

Niki Bala, LP is based in San Diego, California.

When did Niki Bala, LP launch?

Niki Bala, LP reports its first sale in Jan 2018.

Size compared with every real estate fund

Raised more than 40% of the 1,095 real estate funds based in California, and more than 21% of all 7,350 that report sales.

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