AltMountain

Tulsa 3 Portfolio, LLC

Casper, WY · CIK 1974938
506(c)
Status: no Form D since Jul 2024. 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.

Tulsa 3 Portfolio, LLC is a real estate fund based in Casper, Wyoming. According to its most recent Form D, filed Jul 22, 2024, it has sold $200,000 of interests to 3 investors since its first sale in Jun 2023. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Isaac Bennett; Roschelle McCoy; Cyndi Maguire.

Total raised
$200,000Cumulative sales reported on Form D
Investors
3
First sale
Jun 13, 2023
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Isaac Bennett; Roschelle McCoy; Cyndi Maguire
Latest Form D
Jul 22, 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 Tulsa 3 Portfolio, LLC

What is the minimum investment for Tulsa 3 Portfolio, LLC?

According to its latest Form D, filed Jul 22, 2024, the minimum investment Tulsa 3 Portfolio, LLC accepts from an outside investor is $50,000.

Who can invest in Tulsa 3 Portfolio, LLC?

Tulsa 3 Portfolio, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Tulsa 3 Portfolio, LLC raised?

Tulsa 3 Portfolio, LLC reports $200,000 sold from 3 investors on its Form D filed Jul 22, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Tulsa 3 Portfolio, LLC based?

Tulsa 3 Portfolio, LLC is based in Casper, Wyoming.

When did Tulsa 3 Portfolio, LLC launch?

Tulsa 3 Portfolio, LLC reports its first sale in Jun 2023.

Size compared with every real estate fund

Raised more than 62% of the 109 real estate funds based in Wyoming, and more than 17% of all 7,351 that report sales.

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