AltMountain

Orion IU, LLC

Boston, MA · CIK 1601893
Status: no Form D since Mar 2014. 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.

Orion IU, LLC is a real estate fund based in Boston, Massachusetts. According to its most recent Form D, filed Mar 6, 2014, it has sold $1,400,000 of interests to 13 investors since its first sale in Feb 2014. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include William Fideli.

Total raised
$1,400,000Cumulative sales reported on Form D
Investors
13
First sale
Feb 24, 2014
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
William Fideli
Latest Form D
Mar 6, 2014

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 Orion IU, LLC

What is the minimum investment for Orion IU, LLC?

According to its latest Form D, filed Mar 6, 2014, the minimum investment Orion IU, LLC accepts from an outside investor is $25,000.

Who can invest in Orion IU, LLC?

Orion IU, 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 Orion IU, LLC raised?

Orion IU, LLC reports $1,400,000 sold from 13 investors on its Form D filed Mar 6, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is Orion IU, LLC based?

Orion IU, LLC is based in Boston, Massachusetts.

When did Orion IU, LLC launch?

Orion IU, LLC reports its first sale in Feb 2014.

Size compared with every real estate fund

Raised more than 51% of the 212 real estate funds based in Massachusetts, and more than 38% of all 7,311 that report sales.

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