Waltham Overlook, LLC is a real estate fund based in Concord, Massachusetts. According to its most recent Form D, filed Oct 20, 2016, it has sold $15,401,651 of interests to 33 investors since its first sale in Oct 2016. 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 Jeff Bruce; Mathew Glauninger.
- Total raised
- $15,401,651Cumulative sales reported on Form D
- Investors
- 33
- First sale
- Oct 13, 2016
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jeff Bruce; Mathew Glauninger
- Latest Form D
- Oct 20, 2016
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 Waltham Overlook, LLC
What is the minimum investment for Waltham Overlook, LLC?
According to its latest Form D, filed Oct 20, 2016, the minimum investment Waltham Overlook, LLC accepts from an outside investor is $50,000.
Who can invest in Waltham Overlook, LLC?
Waltham Overlook, 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 Waltham Overlook, LLC raised?
Waltham Overlook, LLC reports $15,401,651 sold from 33 investors on its Form D filed Oct 20, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Waltham Overlook, LLC based?
Waltham Overlook, LLC is based in Concord, Massachusetts.
When did Waltham Overlook, LLC launch?
Waltham Overlook, LLC reports its first sale in Oct 2016.
Size compared with every real estate fund
Raised more than 87% of the 214 real estate funds based in Massachusetts, and more than 84% of all 7,351 that report sales.