AltMountain

NWI Serrano, LLC

San Clemente, CA · CIK 1860119
506(c)
Status: no Form D since Apr 2021. 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.

NWI Serrano, LLC is a real estate fund based in San Clemente, California. According to its most recent Form D, filed Apr 30, 2021, it has sold $8,260,000 of interests to 112 investors since its first sale in Apr 2021. The minimum investment it accepts from an outside investor is $35,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jordan Fisher; David Sloan.

Total raised
$8,260,000Cumulative sales reported on Form D
Investors
112
First sale
Apr 26, 2021
Minimum investment
$35,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Jordan Fisher; David Sloan
Latest Form D
Apr 30, 2021

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 NWI Serrano, LLC

What is the minimum investment for NWI Serrano, LLC?

According to its latest Form D, filed Apr 30, 2021, the minimum investment NWI Serrano, LLC accepts from an outside investor is $35,000.

Who can invest in NWI Serrano, LLC?

NWI Serrano, 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 NWI Serrano, LLC raised?

NWI Serrano, LLC reports $8,260,000 sold from 112 investors on its Form D filed Apr 30, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is NWI Serrano, LLC based?

NWI Serrano, LLC is based in San Clemente, California.

When did NWI Serrano, LLC launch?

NWI Serrano, LLC reports its first sale in Apr 2021.

Size compared with every real estate fund

Raised more than 79% of the 1,095 real estate funds based in California, and more than 75% of all 7,350 that report sales.

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