Providence Portfolio LLC
Providence Portfolio LLC is a real estate fund based in Johns Creek, Georgia. According to its most recent Form D, filed Feb 8, 2022, it has sold $280,000 of interests to 5 investors since its first sale in Feb 2021. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Charlotte Dunford.
- Total raised
- $280,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Feb 9, 2021
- Minimum investment
- $10,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Charlotte Dunford
- Latest Form D
- Feb 8, 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 Providence Portfolio LLC
What is the minimum investment for Providence Portfolio LLC?
According to its latest Form D, filed Feb 8, 2022, the minimum investment Providence Portfolio LLC accepts from an outside investor is $10,000.
Who can invest in Providence Portfolio LLC?
Providence Portfolio 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 Providence Portfolio LLC raised?
Providence Portfolio LLC reports $280,000 sold from 5 investors on its Form D filed Feb 8, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Providence Portfolio LLC based?
Providence Portfolio LLC is based in Johns Creek, Georgia.
When did Providence Portfolio LLC launch?
Providence Portfolio LLC reports its first sale in Feb 2021.
Size compared with every real estate fund
Raised more than 51% of the 494 real estate funds based in Georgia, and more than 20% of all 7,351 that report sales.