AltMountain

Roam Technologies Inc.

Newport Beach, CA · CIK 2014681
Status: no Form D since Mar 2024. 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.

Roam Technologies Inc. is a real estate fund based in Newport Beach, California. According to its most recent Form D, filed Mar 15, 2024, it has sold $4,675,000 of interests to 9 investors since its first sale in Mar 2024. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Soren Craig; Lucas Morris.

Total raised
$4,675,000Cumulative sales reported on Form D
Investors
9
First sale
Mar 8, 2024
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Soren Craig; Lucas Morris
Latest Form D
Mar 15, 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 Roam Technologies Inc.

What is the minimum investment for Roam Technologies Inc.?

Roam Technologies Inc.'s latest Form D, filed Mar 15, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Roam Technologies Inc.?

Roam Technologies Inc. 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 Roam Technologies Inc. raised?

Roam Technologies Inc. reports $4,675,000 sold from 9 investors on its Form D filed Mar 15, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Roam Technologies Inc. based?

Roam Technologies Inc. is based in Newport Beach, California.

When did Roam Technologies Inc. launch?

Roam Technologies Inc. reports its first sale in Mar 2024.

Size compared with every real estate fund

Raised more than 71% of the 1,086 real estate funds based in California, and more than 64% of all 7,311 that report sales.

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