AltMountain

Sequoia Equities - Heritage Green

Walnut Creek, CA · CIK 1526000
Status: no Form D since Sep 2012. 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.

Sequoia Equities - Heritage Green is a real estate fund based in Walnut Creek, California. According to its most recent Form D, filed Sep 11, 2012, it has sold $12,800,000 of interests to 102 investors since its first sale in Jul 2011. The minimum investment it accepts from an outside investor is $50,000. Related persons named in the filing include Mark Carter.

Total raised
$12,800,000Cumulative sales reported on Form D
Investors
102
First sale
Jul 18, 2011
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Other exemption
Key people and entities
Mark Carter
Latest Form D
Sep 11, 2012

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 Sequoia Equities - Heritage Green

What is the minimum investment for Sequoia Equities - Heritage Green?

According to its latest Form D, filed Sep 11, 2012, the minimum investment Sequoia Equities - Heritage Green accepts from an outside investor is $50,000.

Who can invest in Sequoia Equities - Heritage Green?

Sequoia Equities - Heritage Green is generally open only to investors who meet the eligibility rules in its offering documents.

How much has Sequoia Equities - Heritage Green raised?

Sequoia Equities - Heritage Green reports $12,800,000 sold from 102 investors on its Form D filed Sep 11, 2012. This is cumulative sales since the offering began, not current assets or performance.

Where is Sequoia Equities - Heritage Green based?

Sequoia Equities - Heritage Green is based in Walnut Creek, California.

When did Sequoia Equities - Heritage Green launch?

Sequoia Equities - Heritage Green reports its first sale in Jul 2011.

Size compared with every real estate fund

Raised more than 83% of the 1,092 real estate funds based in California, and more than 82% of all 7,351 that report sales.

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