PacWest Trio, LLC is a real estate fund based in Golden, Colorado. According to its most recent Form D, filed May 14, 2024, it has sold $5,450,000 of interests to 18 investors since its first sale in Mar 2024. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Ryan Gibson; Aaron Saunders; Kevin Holst.
- Total raised
- $5,450,000Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Mar 14, 2024
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Ryan Gibson; Aaron Saunders; Kevin Holst
- Latest Form D
- May 14, 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 PacWest Trio, LLC
What is the minimum investment for PacWest Trio, LLC?
According to its latest Form D, filed May 14, 2024, the minimum investment PacWest Trio, LLC accepts from an outside investor is $100,000.
Who can invest in PacWest Trio, LLC?
PacWest Trio, 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 PacWest Trio, LLC raised?
PacWest Trio, LLC reports $5,450,000 sold from 18 investors on its Form D filed May 14, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is PacWest Trio, LLC based?
PacWest Trio, LLC is based in Golden, Colorado.
When did PacWest Trio, LLC launch?
PacWest Trio, LLC reports its first sale in Mar 2024.
Size compared with every real estate fund
Raised more than 73% of the 369 real estate funds based in Colorado, and more than 67% of all 7,322 that report sales.
Other funds with the same team
- FreeUp Storage Lincoln N. Cotner Boulevard, LLC$1.9M
- Salem Storage Portfolio, LLC$1.4M
- FreeUp Storage Rockies Portfolio, LLC$100K
- FreeUp Storage Bellingham Pacific Hwy, LLC$100K
- FreeUp Storage Lake Stevens, LLC$50K
- FreeUp Storage White Sulphur Springs LLC$50K
- FreeUp Storage Evans, LLC$50K
- NW Arkansas Portfolio, LLC$3K