SREF V REIT Holdings, LLC
SREF V REIT Holdings, LLC is a real estate fund based in Bala Cynwyd, Pennsylvania. According to its most recent Form D, filed Oct 1, 2014, it has sold $125,000 of interests to 125 investors since its first sale in Sep 2014. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Keith Stoltz; Mike Connolly; Chris Galligan.
- Total raised
- $125,000Cumulative sales reported on Form D
- Investors
- 125
- First sale
- Sep 30, 2014
- Minimum investment
- $1,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Keith Stoltz; Mike Connolly; Chris Galligan
- Latest Form D
- Oct 1, 2014
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 SREF V REIT Holdings, LLC
What is the minimum investment for SREF V REIT Holdings, LLC?
According to its latest Form D, filed Oct 1, 2014, the minimum investment SREF V REIT Holdings, LLC accepts from an outside investor is $1,000.
Who can invest in SREF V REIT Holdings, LLC?
SREF V REIT Holdings, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has SREF V REIT Holdings, LLC raised?
SREF V REIT Holdings, LLC reports $125,000 sold from 125 investors on its Form D filed Oct 1, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is SREF V REIT Holdings, LLC based?
SREF V REIT Holdings, LLC is based in Bala Cynwyd, Pennsylvania.
When did SREF V REIT Holdings, LLC launch?
SREF V REIT Holdings, LLC reports its first sale in Sep 2014.
Size compared with every real estate fund
Raised more than 26% of the 191 real estate funds based in Pennsylvania, and more than 8% of all 7,350 that report sales.