Notes CS I, DST is a real estate fund based in Colorado Springs, Colorado. According to its most recent Form D, filed Dec 18, 2025, it has sold $7,701,346 of interests to 18 investors since its first sale in Sep 2024. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include JW Roth; Heather Atkinson; William Hodgson.
- Total raised
- $7,701,346Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Sep 27, 2024
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- JW Roth; Heather Atkinson; William Hodgson
- Latest Form D
- Dec 18, 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 Notes CS I, DST
What is the minimum investment for Notes CS I, DST?
According to its latest Form D, filed Dec 18, 2025, the minimum investment Notes CS I, DST accepts from an outside investor is $100,000.
Who can invest in Notes CS I, DST?
Notes CS I, 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 Notes CS I, DST raised?
Notes CS I, DST reports $7,701,346 sold from 18 investors on its Form D filed Dec 18, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Notes CS I, DST based?
Notes CS I, DST is based in Colorado Springs, Colorado.
When did Notes CS I, DST launch?
Notes CS I, DST reports its first sale in Sep 2024, 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 80% of the 370 real estate funds based in Colorado, and more than 74% of all 7,337 that report sales.