AltMountain

SMK McDowell Phoenix LLC

Bend, OR · CIK 1893891
506(c)
Status: no Form D since Nov 2021. 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.

SMK McDowell Phoenix LLC is a real estate fund based in Bend, Oregon. According to its most recent Form D, filed Nov 16, 2021, it has sold $2,925,000 of interests to 25 investors since its first sale in Nov 2021. 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 Mark Khuri.

Total raised
$2,925,000Cumulative sales reported on Form D
Investors
25
First sale
Nov 1, 2021
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
Mark Khuri
Latest Form D
Nov 16, 2021

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 SMK McDowell Phoenix LLC

What is the minimum investment for SMK McDowell Phoenix LLC?

According to its latest Form D, filed Nov 16, 2021, the minimum investment SMK McDowell Phoenix LLC accepts from an outside investor is $25,000.

Who can invest in SMK McDowell Phoenix LLC?

SMK McDowell Phoenix 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 SMK McDowell Phoenix LLC raised?

SMK McDowell Phoenix LLC reports $2,925,000 sold from 25 investors on its Form D filed Nov 16, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is SMK McDowell Phoenix LLC based?

SMK McDowell Phoenix LLC is based in Bend, Oregon.

When did SMK McDowell Phoenix LLC launch?

SMK McDowell Phoenix LLC reports its first sale in Nov 2021.

Size compared with every real estate fund

Raised more than 67% of the 114 real estate funds based in Oregon, and more than 54% of all 7,316 that report sales.

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