AltMountain

SG Berkeley Partners, LLC

Atlanta, GA · CIK 1750449
Status: no Form D since Aug 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.

SG Berkeley Partners, LLC is a real estate fund based in Atlanta, Georgia. According to its most recent Form D, filed Aug 29, 2018, it has sold $18,350,000 of interests to 66 investors since its first sale in Aug 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 Allyson Watkins; Jennifer O'Brien; Walt Plyler.

Total raised
$18,350,000Cumulative sales reported on Form D
Investors
66
First sale
Aug 14, 2018
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Allyson Watkins; Jennifer O'Brien; Walt Plyler
Latest Form D
Aug 29, 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 SG Berkeley Partners, LLC

What is the minimum investment for SG Berkeley Partners, LLC?

According to its latest Form D, filed Aug 29, 2018, the minimum investment SG Berkeley Partners, LLC accepts from an outside investor is $25,000.

Who can invest in SG Berkeley Partners, LLC?

SG Berkeley Partners, 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 SG Berkeley Partners, LLC raised?

SG Berkeley Partners, LLC reports $18,350,000 sold from 66 investors on its Form D filed Aug 29, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is SG Berkeley Partners, LLC based?

SG Berkeley Partners, LLC is based in Atlanta, Georgia.

When did SG Berkeley Partners, LLC launch?

SG Berkeley Partners, LLC reports its first sale in Aug 2018.

Size compared with every real estate fund

Raised more than 88% of the 490 real estate funds based in Georgia, and more than 86% of all 7,322 that report sales.

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