AltMountain

Vernon Oaks LLC

Austin, TX · CIK 2024188
Status: no Form D since May 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.

Vernon Oaks LLC is a real estate fund based in Austin, Texas. According to its most recent Form D, filed May 22, 2024, it has sold $3,040,748 of interests to 34 investors since its first sale in May 2024. The minimum investment it accepts from an outside investor is $6,207. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include David Duncan.

Total raised
$3,040,748Cumulative sales reported on Form D
Investors
34
First sale
May 6, 2024
Minimum investment
$6,207
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
David Duncan
Latest Form D
May 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 Vernon Oaks LLC

What is the minimum investment for Vernon Oaks LLC?

According to its latest Form D, filed May 22, 2024, the minimum investment Vernon Oaks LLC accepts from an outside investor is $6,207.

Who can invest in Vernon Oaks LLC?

Vernon Oaks 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 Vernon Oaks LLC raised?

Vernon Oaks LLC reports $3,040,748 sold from 34 investors on its Form D filed May 22, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Vernon Oaks LLC based?

Vernon Oaks LLC is based in Austin, Texas.

When did Vernon Oaks LLC launch?

Vernon Oaks LLC reports its first sale in May 2024.

Size compared with every real estate fund

Raised more than 67% of the 1,420 real estate funds based in Texas, and more than 55% of all 7,351 that report sales.

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