AltMountain

Upshur Acquisition LLC

Portland, OR · CIK 1919759
Status: no Form D since Apr 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.

Upshur Acquisition LLC is a real estate fund based in Portland, Oregon. According to its most recent Form D, filed Apr 12, 2022, it has sold $1,776,000 of interests to 18 investors since its first sale in Mar 2022. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Neiv Schwartz; Josh Bean; Yoni Schwartz.

Total raised
$1,776,000Cumulative sales reported on Form D
Investors
18
First sale
Mar 25, 2022
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Neiv Schwartz; Josh Bean; Yoni Schwartz
Latest Form D
Apr 12, 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 Upshur Acquisition LLC

What is the minimum investment for Upshur Acquisition LLC?

According to its latest Form D, filed Apr 12, 2022, the minimum investment Upshur Acquisition LLC accepts from an outside investor is $25,000.

Who can invest in Upshur Acquisition LLC?

Upshur Acquisition 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 Upshur Acquisition LLC raised?

Upshur Acquisition LLC reports $1,776,000 sold from 18 investors on its Form D filed Apr 12, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Upshur Acquisition LLC based?

Upshur Acquisition LLC is based in Portland, Oregon.

When did Upshur Acquisition LLC launch?

Upshur Acquisition LLC reports its first sale in Mar 2022.

Size compared with every real estate fund

Raised more than 57% of the 114 real estate funds based in Oregon, and more than 43% of all 7,349 that report sales.

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