AltMountain

Orion Valley, LLC

St. Simons Island, GA · CIK 1729703
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.

Orion Valley, LLC is a real estate fund based in St. Simons Island, Georgia. According to its most recent Form D, filed Jan 31, 2018, it has sold $4,893,768 of interests to 50 investors since its first sale in Nov 2017. 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 Carlton Walstad.

Total raised
$4,893,768Cumulative sales reported on Form D
Investors
50
First sale
Nov 28, 2017
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Carlton Walstad
Latest Form D
Jan 31, 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 Orion Valley, LLC

What is the minimum investment for Orion Valley, LLC?

According to its latest Form D, filed Jan 31, 2018, the minimum investment Orion Valley, LLC accepts from an outside investor is $25,000.

Who can invest in Orion Valley, LLC?

Orion Valley, 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 Valley, LLC raised?

Orion Valley, LLC reports $4,893,768 sold from 50 investors on its Form D filed Jan 31, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Orion Valley, LLC based?

Orion Valley, LLC is based in St. Simons Island, Georgia.

When did Orion Valley, LLC launch?

Orion Valley, LLC reports its first sale in Nov 2017.

Size compared with every real estate fund

Raised more than 76% of the 494 real estate funds based in Georgia, and more than 65% of all 7,351 that report sales.

Similar-size real estate funds in Georgia

All real estate funds in Georgia