AltMountain

Ozark Villas, LP

Dallas, TX · CIK 1826560
506(c)
Status: no Form D since Dec 2020. 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.

Ozark Villas, LP is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Dec 8, 2020, it has sold $9,040,000 of interests to 170 investors since its first sale in Dec 2020. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Trevor Tollett; Brent Little; Jon Clayton.

Total raised
$9,040,000Cumulative sales reported on Form D
Investors
170
First sale
Dec 8, 2020
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Trevor Tollett; Brent Little; Jon Clayton
Latest Form D
Dec 8, 2020

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 Ozark Villas, LP

What is the minimum investment for Ozark Villas, LP?

According to its latest Form D, filed Dec 8, 2020, the minimum investment Ozark Villas, LP accepts from an outside investor is $25,000.

Who can invest in Ozark Villas, LP?

Ozark Villas, LP 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 Ozark Villas, LP raised?

Ozark Villas, LP reports $9,040,000 sold from 170 investors on its Form D filed Dec 8, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Ozark Villas, LP based?

Ozark Villas, LP is based in Dallas, Texas.

When did Ozark Villas, LP launch?

Ozark Villas, LP reports its first sale in Dec 2020.

Size compared with every real estate fund

Raised more than 85% of the 1,414 real estate funds based in Texas, and more than 77% of all 7,321 that report sales.

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