AltMountain

Vertex Regency Partners, LLLP

Lakewood, CO · CIK 1735802
Status: no Form D since Mar 2018. 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.

Vertex Regency Partners, LLLP is a real estate fund based in Lakewood, Colorado. According to its most recent Form D, filed Mar 29, 2018, it has sold $3,500,000 of interests to 35 investors since its first sale in Nov 2017. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Scott McCormick; Carl de Rozario; Charles Hibben.

Total raised
$3,500,000Cumulative sales reported on Form D
Investors
35
First sale
Nov 16, 2017
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Scott McCormick; Carl de Rozario; Charles Hibben
Latest Form D
Mar 29, 2018

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 Vertex Regency Partners, LLLP

What is the minimum investment for Vertex Regency Partners, LLLP?

Vertex Regency Partners, LLLP's latest Form D, filed Mar 29, 2018, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Vertex Regency Partners, LLLP?

Vertex Regency Partners, LLLP 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 Vertex Regency Partners, LLLP raised?

Vertex Regency Partners, LLLP reports $3,500,000 sold from 35 investors on its Form D filed Mar 29, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Vertex Regency Partners, LLLP based?

Vertex Regency Partners, LLLP is based in Lakewood, Colorado.

When did Vertex Regency Partners, LLLP launch?

Vertex Regency Partners, LLLP reports its first sale in Nov 2017.

Size compared with every real estate fund

Raised more than 65% of the 370 real estate funds based in Colorado, and more than 58% of all 7,350 that report sales.

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