AltMountain

Stem Holdings, Inc.

Boca Raton, FL · CIK 1697834
Status: no Form D since Mar 2021. 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.

Stem Holdings, Inc. is a real estate fund based in Boca Raton, Florida. According to its most recent Form D, filed Mar 9, 2021, it has sold $6,500,000 of interests to 50 investors since its first sale in Dec 2020. The minimum investment it accepts from an outside investor is $5,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Adam Berk; Steven Hubbard; Ellen Deutsch.

Total raised
$6,500,000Cumulative sales reported on Form D
Investors
50
First sale
Dec 6, 2020
Minimum investment
$5,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Adam Berk; Steven Hubbard; Ellen Deutsch
Latest Form D
Mar 9, 2021

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 Stem Holdings, Inc.

What is the minimum investment for Stem Holdings, Inc.?

According to its latest Form D, filed Mar 9, 2021, the minimum investment Stem Holdings, Inc. accepts from an outside investor is $5,000.

Who can invest in Stem Holdings, Inc.?

Stem Holdings, Inc. 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 Stem Holdings, Inc. raised?

Stem Holdings, Inc. reports $6,500,000 sold from 50 investors on its Form D filed Mar 9, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Stem Holdings, Inc. based?

Stem Holdings, Inc. is based in Boca Raton, Florida.

When did Stem Holdings, Inc. launch?

Stem Holdings, Inc. reports its first sale in Dec 2020.

Size compared with every real estate fund

Raised more than 73% of the 618 real estate funds based in Florida, and more than 71% of all 7,350 that report sales.

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