SRMMonterey, LLC is a real estate fund based in Spokane, Washington. According to its most recent Form D, filed Nov 6, 2014, it has sold $1,600,000 of interests to 4 investors since its first sale in Oct 2014. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include James Rivard.
- Total raised
- $1,600,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Oct 18, 2014
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- James Rivard
- Latest Form D
- Nov 6, 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 SRMMonterey, LLC
What is the minimum investment for SRMMonterey, LLC?
According to its latest Form D, filed Nov 6, 2014, the minimum investment SRMMonterey, LLC accepts from an outside investor is $50,000.
Who can invest in SRMMonterey, LLC?
SRMMonterey, 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 SRMMonterey, LLC raised?
SRMMonterey, LLC reports $1,600,000 sold from 4 investors on its Form D filed Nov 6, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is SRMMonterey, LLC based?
SRMMonterey, LLC is based in Spokane, Washington.
When did SRMMonterey, LLC launch?
SRMMonterey, LLC reports its first sale in Oct 2014.
Size compared with every real estate fund
Raised more than 56% of the 284 real estate funds based in Washington, and more than 41% of all 7,322 that report sales.