Portfolio Operating LLC is a real estate fund based in Bozeman, Montana. According to its most recent Form D, filed Feb 4, 2022, it has sold $2,030,000 of interests to 10 investors since its first sale in Jan 2022. The minimum investment it accepts from an outside investor is $20,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Chad Laird.
- Total raised
- $2,030,000Cumulative sales reported on Form D
- Investors
- 10
- First sale
- Jan 24, 2022
- Minimum investment
- $20,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Chad Laird
- Latest Form D
- Feb 4, 2022
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 Portfolio Operating LLC
What is the minimum investment for Portfolio Operating LLC?
According to its latest Form D, filed Feb 4, 2022, the minimum investment Portfolio Operating LLC accepts from an outside investor is $20,000.
Who can invest in Portfolio Operating LLC?
Portfolio Operating 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 Portfolio Operating LLC raised?
Portfolio Operating LLC reports $2,030,000 sold from 10 investors on its Form D filed Feb 4, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Portfolio Operating LLC based?
Portfolio Operating LLC is based in Bozeman, Montana.
When did Portfolio Operating LLC launch?
Portfolio Operating LLC reports its first sale in Jan 2022.
Size compared with every real estate fund
Raised more than 39% of the 18 real estate funds based in Montana, and more than 46% of all 7,322 that report sales.