AltMountain

Rosewood DST

Lake Forest, CA · CIK 1739627
Status: no Form D since May 2018. 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.

Rosewood DST is a real estate fund based in Lake Forest, California. According to its most recent Form D, filed May 11, 2018, it has sold $2,635,653 of interests to 11 investors since its first sale in May 2018. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Edward Fernandez; none) Rosewood ST, LLC; Eric Jacobsen.

Total raised
$2,635,653Cumulative sales reported on Form D
Investors
11
First sale
May 1, 2018
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Edward Fernandez; none) Rosewood ST, LLC; Eric Jacobsen
Latest Form D
May 11, 2018

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 Rosewood DST

What is the minimum investment for Rosewood DST?

According to its latest Form D, filed May 11, 2018, the minimum investment Rosewood DST accepts from an outside investor is $25,000.

Who can invest in Rosewood DST?

Rosewood DST 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 Rosewood DST raised?

Rosewood DST reports $2,635,653 sold from 11 investors on its Form D filed May 11, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Rosewood DST based?

Rosewood DST is based in Lake Forest, California.

When did Rosewood DST launch?

Rosewood DST reports its first sale in May 2018.

Size compared with every real estate fund

Raised more than 63% of the 1,095 real estate funds based in California, and more than 52% of all 7,350 that report sales.

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