Stepstone Wealth LLC is a real estate fund based in Frisco, Texas. Its most recent Form D, filed Sep 27, 2024, reports no sales yet. The minimum investment it accepts from an outside investor is $100. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Wing Wong (fiona) Prudhomme.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $100
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Wing Wong (fiona) Prudhomme
- Latest Form D
- Sep 27, 2024
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 Stepstone Wealth LLC
What is the minimum investment for Stepstone Wealth LLC?
According to its latest Form D, filed Sep 27, 2024, the minimum investment Stepstone Wealth LLC accepts from an outside investor is $100.
Who can invest in Stepstone Wealth LLC?
Stepstone Wealth LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Stepstone Wealth LLC raised?
Stepstone Wealth LLC's latest Form D, filed Sep 27, 2024, reports no sales yet.
Where is Stepstone Wealth LLC based?
Stepstone Wealth LLC is based in Frisco, Texas.
Size compared with every real estate fund
This fund hasn't reported any sales yet.