AltMountain

Sperry Equities, LLC

Irvine, CA · CIK 1690863
Status: no Form D since Aug 2017. 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.

Sperry Equities, LLC is a real estate fund based in Irvine. According to its most recent Form D, filed Aug 8, 2017, it has sold $675,000 of interests to 2 investors since its first sale in Nov 2016. The minimum investment it accepts from an outside investor is $337,500. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jack Carroll; Rand Sperry; Burton Young.

Total raised
$675,000Cumulative sales reported on Form D
Investors
2
First sale
Nov 1, 2016
Minimum investment
$337,500
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jack Carroll; Rand Sperry; Burton Young
Latest Form D
Aug 8, 2017

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 Sperry Equities, LLC

What is the minimum investment for Sperry Equities, LLC?

According to its latest Form D, filed Aug 8, 2017, the minimum investment Sperry Equities, LLC accepts from an outside investor is $337,500.

Who can invest in Sperry Equities, LLC?

Sperry Equities, 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 Sperry Equities, LLC raised?

Sperry Equities, LLC reports $675,000 sold from 2 investors on its Form D filed Aug 8, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Sperry Equities, LLC based?

Sperry Equities, LLC is based in Irvine.

When did Sperry Equities, LLC launch?

Sperry Equities, LLC reports its first sale in Nov 2016.

Size compared with every real estate fund

Raised more than 45% of the 1,087 real estate funds based in , and more than 27% of all 7,322 that report sales.

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