Summit Portfolio LLC
Summit Portfolio LLC is a real estate fund based in Rossville, Georgia. According to its most recent Form D, filed Jun 21, 2022, it has sold $1,551,000 of interests to 16 investors since its first sale in May 2022. 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 Ryan Luthi; Elijah Sunderland; Timothy Swierczek.
- Total raised
- $1,551,000Cumulative sales reported on Form D
- Investors
- 16
- First sale
- May 31, 2022
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Ryan Luthi; Elijah Sunderland; Timothy Swierczek
- Latest Form D
- Jun 21, 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
Questions about Summit Portfolio LLC
What is the minimum investment for Summit Portfolio LLC?
According to its latest Form D, filed Jun 21, 2022, the minimum investment Summit Portfolio LLC accepts from an outside investor is $50,000.
Who can invest in Summit Portfolio LLC?
Summit Portfolio 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 Summit Portfolio LLC raised?
Summit Portfolio LLC reports $1,551,000 sold from 16 investors on its Form D filed Jun 21, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Summit Portfolio LLC based?
Summit Portfolio LLC is based in Rossville, Georgia.
When did Summit Portfolio LLC launch?
Summit Portfolio LLC reports its first sale in May 2022.
Size compared with every real estate fund
Raised more than 64% of the 492 real estate funds based in Georgia, and more than 41% of all 7,337 that report sales.