AltMountain

Vintage Strategy LLC

Houston, TX · CIK 1972559
Status: no Form D since Apr 2023. 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.

Vintage Strategy LLC is a real estate fund based in Houston, Texas. According to its most recent Form D, filed Apr 19, 2023, it has sold $4,500,000 of interests to 76 investors since its first sale in Apr 2023. 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 Zachary Fugman.

Total raised
$4,500,000Cumulative sales reported on Form D
Investors
76
First sale
Apr 18, 2023
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Zachary Fugman
Latest Form D
Apr 19, 2023

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 Vintage Strategy LLC

What is the minimum investment for Vintage Strategy LLC?

According to its latest Form D, filed Apr 19, 2023, the minimum investment Vintage Strategy LLC accepts from an outside investor is $50,000.

Who can invest in Vintage Strategy LLC?

Vintage Strategy 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 Vintage Strategy LLC raised?

Vintage Strategy LLC reports $4,500,000 sold from 76 investors on its Form D filed Apr 19, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Vintage Strategy LLC based?

Vintage Strategy LLC is based in Houston, Texas.

When did Vintage Strategy LLC launch?

Vintage Strategy LLC reports its first sale in Apr 2023.

Size compared with every real estate fund

Raised more than 74% of the 1,420 real estate funds based in Texas, and more than 63% of all 7,351 that report sales.

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