AltMountain

SRI Ten REIT

San Francisco, CA · CIK 1503139
Status: no Form D since Oct 2010. 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.

SRI Ten REIT is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Oct 14, 2010, it has sold $115,700,000 of interests to 20 investors since its first sale in Oct 2010. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Douglas Shorenstein; Glenn Shannon; Richard Chicotel.

Total raised
$115,700,000Cumulative sales reported on Form D
Investors
20
First sale
Oct 1, 2010
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Other exemption
Key people and entities
Douglas Shorenstein; Glenn Shannon; Richard Chicotel
Latest Form D
Oct 14, 2010

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 SRI Ten REIT

What is the minimum investment for SRI Ten REIT?

SRI Ten REIT's latest Form D, filed Oct 14, 2010, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in SRI Ten REIT?

SRI Ten REIT is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).

How much has SRI Ten REIT raised?

SRI Ten REIT reports $115,700,000 sold from 20 investors on its Form D filed Oct 14, 2010. This is cumulative sales since the offering began, not current assets or performance.

Where is SRI Ten REIT based?

SRI Ten REIT is based in San Francisco, California.

When did SRI Ten REIT launch?

SRI Ten REIT reports its first sale in Oct 2010.

Size compared with every real estate fund

Raised more than 97% of the 1,089 real estate funds based in California, and more than 97% of all 7,316 that report sales.

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