Preferred Equity Plus Fund, LLC is a real estate fund based in Katy, Texas. According to its most recent Form D, filed Aug 16, 2024, it has sold $14,851,000 of interests to 108 investors since its first sale in Oct 2022. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Kyle Jones; Lane Kawaoka.
- Total raised
- $14,851,000Cumulative sales reported on Form D
- Investors
- 108
- First sale
- Oct 5, 2022
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Kyle Jones; Lane Kawaoka
- Latest Form D
- Aug 16, 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 Preferred Equity Plus Fund, LLC
What is the minimum investment for Preferred Equity Plus Fund, LLC?
According to its latest Form D, filed Aug 16, 2024, the minimum investment Preferred Equity Plus Fund, LLC accepts from an outside investor is $25,000.
Who can invest in Preferred Equity Plus Fund, LLC?
Preferred Equity Plus Fund, 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 Preferred Equity Plus Fund, LLC raised?
Preferred Equity Plus Fund, LLC reports $14,851,000 sold from 108 investors on its Form D filed Aug 16, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Preferred Equity Plus Fund, LLC based?
Preferred Equity Plus Fund, LLC is based in Katy, Texas.
When did Preferred Equity Plus Fund, LLC launch?
Preferred Equity Plus Fund, LLC reports its first sale in Oct 2022.
Size compared with every real estate fund
Raised more than 89% of the 1,419 real estate funds based in Texas, and more than 84% of all 7,350 that report sales.