AltMountain

Portfolio SC, LLC

Greensboro, NC · CIK 1564802
Status: no Form D since Jan 2013. 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.

Portfolio SC, LLC is a real estate fund based in Greensboro, North Carolina. According to its most recent Form D, filed Jan 7, 2013, it has sold $13,949,502 of interests to 45 investors since its first sale in Nov 2012. The minimum investment it accepts from an outside investor is $225,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Partners Bell; Steven Bell; Jonathan Bell.

Total raised
$13,949,502Cumulative sales reported on Form D
Investors
45
First sale
Nov 28, 2012
Minimum investment
$225,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Key people and entities
Partners Bell; Steven Bell; Jonathan Bell
Latest Form D
Jan 7, 2013

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 SC, LLC

What is the minimum investment for Portfolio SC, LLC?

According to its latest Form D, filed Jan 7, 2013, the minimum investment Portfolio SC, LLC accepts from an outside investor is $225,000.

Who can invest in Portfolio SC, LLC?

Portfolio SC, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How much has Portfolio SC, LLC raised?

Portfolio SC, LLC reports $13,949,502 sold from 45 investors on its Form D filed Jan 7, 2013. This is cumulative sales since the offering began, not current assets or performance.

Where is Portfolio SC, LLC based?

Portfolio SC, LLC is based in Greensboro, North Carolina.

When did Portfolio SC, LLC launch?

Portfolio SC, LLC reports its first sale in Nov 2012.

Size compared with every real estate fund

Raised more than 90% of the 294 real estate funds based in North Carolina, and more than 83% of all 7,350 that report sales.

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