AltMountain

OZ Valo DSM LLC

Cedar Falls, IA · CIK 2020182
Status: no Form D since Apr 2024. 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.

OZ Valo DSM LLC is a real estate fund based in Cedar Falls, Iowa. According to its most recent Form D, filed Apr 29, 2024, it has sold $250,000 of interests to 1 investor since its first sale in Apr 2024. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brent Dahlstrom.

Total raised
$250,000Cumulative sales reported on Form D
Investors
1
First sale
Apr 15, 2024
Minimum investment
$250,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Brent Dahlstrom
Latest Form D
Apr 29, 2024

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 OZ Valo DSM LLC

What is the minimum investment for OZ Valo DSM LLC?

According to its latest Form D, filed Apr 29, 2024, the minimum investment OZ Valo DSM LLC accepts from an outside investor is $250,000.

Who can invest in OZ Valo DSM LLC?

OZ Valo DSM 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 OZ Valo DSM LLC raised?

OZ Valo DSM LLC reports $250,000 sold from 1 investor on its Form D filed Apr 29, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is OZ Valo DSM LLC based?

OZ Valo DSM LLC is based in Cedar Falls, Iowa.

When did OZ Valo DSM LLC launch?

OZ Valo DSM LLC reports its first sale in Apr 2024.

Size compared with every real estate fund

Raised more than 57% of the 51 real estate funds based in Iowa, and more than 18% of all 7,316 that report sales.

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