AltMountain

Seasons at Umstead, LLC

506(c)
Status: no Form D since Jul 2019. 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.

Seasons at Umstead, LLC is a real estate fund based in Woodland Hills, California. According to its most recent Form D, filed Jul 25, 2019, it has sold $7,082,220 of interests to 10 investors since its first sale in Jul 2019. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Investors Management Group, Inc; Karlin Conklin; Marc Gordon.

Total raised
$7,082,220Cumulative sales reported on Form D
Investors
10
First sale
Jul 15, 2019
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Investors Management Group, Inc; Karlin Conklin; Marc Gordon
Latest Form D
Jul 25, 2019

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 Seasons at Umstead, LLC

What is the minimum investment for Seasons at Umstead, LLC?

According to its latest Form D, filed Jul 25, 2019, the minimum investment Seasons at Umstead, LLC accepts from an outside investor is $25,000.

Who can invest in Seasons at Umstead, LLC?

Seasons at Umstead, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Seasons at Umstead, LLC raised?

Seasons at Umstead, LLC reports $7,082,220 sold from 10 investors on its Form D filed Jul 25, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Seasons at Umstead, LLC based?

Seasons at Umstead, LLC is based in Woodland Hills, California.

When did Seasons at Umstead, LLC launch?

Seasons at Umstead, LLC reports its first sale in Jul 2019.

Size compared with every real estate fund

Raised more than 77% of the 1,089 real estate funds based in California, and more than 72% of all 7,316 that report sales.

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