AltMountain

PHX - Avery Pointe Sidecar, L.P.

Addison, TX · CIK 1702133
Status: no Form D since Mar 2017. 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.

PHX - Avery Pointe Sidecar, L.P. is a real estate fund based in Addison, Texas. According to its most recent Form D, filed Mar 28, 2017, it has sold $310,000 of interests to 3 investors since its first sale in Jul 2012. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Stephen Mastor.

Total raised
$310,000Cumulative sales reported on Form D
Investors
3
First sale
Jul 17, 2012
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Stephen Mastor
Latest Form D
Mar 28, 2017

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 PHX - Avery Pointe Sidecar, L.P.

What is the minimum investment for PHX - Avery Pointe Sidecar, L.P.?

According to its latest Form D, filed Mar 28, 2017, the minimum investment PHX - Avery Pointe Sidecar, L.P. accepts from an outside investor is $100,000.

Who can invest in PHX - Avery Pointe Sidecar, L.P.?

PHX - Avery Pointe Sidecar, L.P. 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 PHX - Avery Pointe Sidecar, L.P. raised?

PHX - Avery Pointe Sidecar, L.P. reports $310,000 sold from 3 investors on its Form D filed Mar 28, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is PHX - Avery Pointe Sidecar, L.P. based?

PHX - Avery Pointe Sidecar, L.P. is based in Addison, Texas.

When did PHX - Avery Pointe Sidecar, L.P. launch?

PHX - Avery Pointe Sidecar, L.P. reports its first sale in Jul 2012.

Size compared with every real estate fund

Raised more than 41% of the 1,420 real estate funds based in Texas, and more than 20% of all 7,351 that report sales.

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