AltMountain

Stone Mountain Equity Fund, LLC

Rancho Santa Fe, CA · CIK 1722330
Status: no Form D since Nov 2022. 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.

Stone Mountain Equity Fund, LLC is a real estate fund based in Rancho Santa Fe, California. According to its most recent Form D, filed Nov 18, 2022, it has sold $1,774,233 of interests to 23 investors since its first sale in Nov 2022. The minimum investment it accepts from an outside investor is $8,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Matt Campbell; Mark Knepper; Don Oliphant.

Total raised
$1,774,233Cumulative sales reported on Form D
Investors
23
First sale
Nov 14, 2022
Minimum investment
$8,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Matt Campbell; Mark Knepper; Don Oliphant
Latest Form D
Nov 18, 2022

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

Raise history

$5,543,359Nov 14, 2017: $3,202,756 raisedJun 8, 2021: $5,543,359 raisedNov 18, 2022: $1,774,233 raisedNov 2017Nov 2022
FiledFilingTotal raisedInvestorsSource
Nov 18, 2022First notice$1,774,23323SEC.gov ↗
Jun 8, 2021First notice$5,543,35940SEC.gov ↗
Nov 14, 2017First notice$3,202,75620SEC.gov ↗

3 Form D filings in the SEC's electronic records (2008 onward), the earliest on Nov 14, 2017. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.

Questions about Stone Mountain Equity Fund, LLC

What is the minimum investment for Stone Mountain Equity Fund, LLC?

According to its latest Form D, filed Nov 18, 2022, the minimum investment Stone Mountain Equity Fund, LLC accepts from an outside investor is $8,000.

Who can invest in Stone Mountain Equity Fund, LLC?

Stone Mountain Equity Fund, 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 Stone Mountain Equity Fund, LLC raised?

Stone Mountain Equity Fund, LLC reports $1,774,233 sold from 23 investors on its Form D filed Nov 18, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Stone Mountain Equity Fund, LLC based?

Stone Mountain Equity Fund, LLC is based in Rancho Santa Fe, California.

When did Stone Mountain Equity Fund, LLC launch?

Stone Mountain Equity Fund, LLC reports its first sale in Nov 2022.

Size compared with every real estate fund

Raised more than 58% of the 1,092 real estate funds based in California, and more than 43% of all 7,351 that report sales.

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