AltMountain

Sortis OZ NIR LLC

Portland, OR · CIK 1782751
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.

Sortis OZ NIR LLC is a real estate fund based in Portland, Oregon. According to its most recent Form D, filed Jul 17, 2019, it has sold $2,500,000 of interests to 3 investors since its first sale in Jun 2019. The minimum investment it accepts from an outside investor is $1,000,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jefry Baker.

Total raised
$2,500,000Cumulative sales reported on Form D
Investors
3
First sale
Jun 14, 2019
Minimum investment
$1,000,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Jefry Baker
Latest Form D
Jul 17, 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 Sortis OZ NIR LLC

What is the minimum investment for Sortis OZ NIR LLC?

According to its latest Form D, filed Jul 17, 2019, the minimum investment Sortis OZ NIR LLC accepts from an outside investor is $1,000,000.

Who can invest in Sortis OZ NIR LLC?

Sortis OZ NIR 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 Sortis OZ NIR LLC raised?

Sortis OZ NIR LLC reports $2,500,000 sold from 3 investors on its Form D filed Jul 17, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Sortis OZ NIR LLC based?

Sortis OZ NIR LLC is based in Portland, Oregon.

When did Sortis OZ NIR LLC launch?

Sortis OZ NIR LLC reports its first sale in Jun 2019.

Size compared with every real estate fund

Raised more than 63% of the 114 real estate funds based in Oregon, and more than 50% of all 7,350 that report sales.

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