AltMountain

Rogers Branch, LLC

Raleigh, NC · CIK 1832735
Status: no Form D since Nov 2020. 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.

Rogers Branch, LLC is a real estate fund based in Raleigh, North Carolina. According to its most recent Form D, filed Nov 18, 2020, it has sold $10,559,667 of interests to 20 investors since its first sale in Nov 2020. The minimum investment it accepts from an outside investor is $250,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include LLC NorthView Rogers Branch; Mark Barker; Franklin Morisey.

Total raised
$10,559,667Cumulative sales reported on Form D
Investors
20
First sale
Nov 11, 2020
Minimum investment
$250,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
LLC NorthView Rogers Branch; Mark Barker; Franklin Morisey
Latest Form D
Nov 18, 2020

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 Rogers Branch, LLC

What is the minimum investment for Rogers Branch, LLC?

According to its latest Form D, filed Nov 18, 2020, the minimum investment Rogers Branch, LLC accepts from an outside investor is $250,000.

Who can invest in Rogers Branch, LLC?

Rogers Branch, 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 Rogers Branch, LLC raised?

Rogers Branch, LLC reports $10,559,667 sold from 20 investors on its Form D filed Nov 18, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Rogers Branch, LLC based?

Rogers Branch, LLC is based in Raleigh, North Carolina.

When did Rogers Branch, LLC launch?

Rogers Branch, LLC reports its first sale in Nov 2020.

Size compared with every real estate fund

Raised more than 88% of the 294 real estate funds based in North Carolina, and more than 80% of all 7,350 that report sales.

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