AltMountain

Regency Holdings, LLC

Tulsa, OK · CIK 1952999 · Sponsor: Louis Investments, LLC
Status: no Form D since Nov 2022. 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.

Regency Holdings, LLC is a real estate fund based in Tulsa, Oklahoma. According to its most recent Form D, filed Nov 1, 2022, it has sold $10,294,500 of interests to 75 investors since its first sale in Aug 2020. 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 Marc Kulick; Louis Investments, LLC Louis Investments, LLC.

Total raised
$10,294,500Cumulative sales reported on Form D
Investors
75
First sale
Aug 27, 2020
Minimum investment
$20,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Marc Kulick; Louis Investments, LLC Louis Investments, LLC
Latest Form D
Nov 1, 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 Regency Holdings, LLC

What is the minimum investment for Regency Holdings, LLC?

According to its latest Form D, filed Nov 1, 2022, the minimum investment Regency Holdings, LLC accepts from an outside investor is $20,000.

Who can invest in Regency Holdings, LLC?

Regency Holdings, 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 Regency Holdings, LLC raised?

Regency Holdings, LLC reports $10,294,500 sold from 75 investors on its Form D filed Nov 1, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Regency Holdings, LLC based?

Regency Holdings, LLC is based in Tulsa, Oklahoma.

When did Regency Holdings, LLC launch?

Regency Holdings, LLC reports its first sale in Aug 2020.

Size compared with every real estate fund

Raised more than 89% of the 57 real estate funds based in Oklahoma, and more than 79% of all 7,316 that report sales.

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