AltMountain

Palos Verde Phoenix, LLC

Portland, OR · CIK 1864869
Status: no Form D since May 2021. 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.

Palos Verde Phoenix, LLC is a real estate fund based in Portland, Oregon. According to its most recent Form D, filed May 28, 2021, it has sold $2,424,788 of interests to 4 investors since its first sale in May 2021. The minimum investment it accepts from an outside investor is $5,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jerry Mason.

Total raised
$2,424,788Cumulative sales reported on Form D
Investors
4
First sale
May 20, 2021
Minimum investment
$5,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jerry Mason
Latest Form D
May 28, 2021

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 Palos Verde Phoenix, LLC

What is the minimum investment for Palos Verde Phoenix, LLC?

According to its latest Form D, filed May 28, 2021, the minimum investment Palos Verde Phoenix, LLC accepts from an outside investor is $5,000.

Who can invest in Palos Verde Phoenix, LLC?

Palos Verde Phoenix, 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 Palos Verde Phoenix, LLC raised?

Palos Verde Phoenix, LLC reports $2,424,788 sold from 4 investors on its Form D filed May 28, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Palos Verde Phoenix, LLC based?

Palos Verde Phoenix, LLC is based in Portland, Oregon.

When did Palos Verde Phoenix, LLC launch?

Palos Verde Phoenix, LLC reports its first sale in May 2021.

Size compared with every real estate fund

Raised more than 61% of the 114 real estate funds based in Oregon, and more than 50% of all 7,348 that report sales.

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