AltMountain

X Agents Refer

San Dimas, CA · CIK 1612963
Status: no Form D since Jul 2014. 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.

X Agents Refer is a real estate fund based in San Dimas, California. According to its most recent Form D, filed Jul 8, 2014, it has sold $25,000 of interests to 2 investors since its first sale in Jun 2014. The minimum investment it accepts from an outside investor is $5,000. Related persons named in the filing include John Morrison; Michael Campbell; Twila Morrison.

Total raised
$25,000Cumulative sales reported on Form D
Investors
2
First sale
Jun 27, 2014
Minimum investment
$5,000
Who can invest
Not stated
Offering exemption
Other exemption
Key people and entities
John Morrison; Michael Campbell; Twila Morrison
Latest Form D
Jul 8, 2014

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 X Agents Refer

What is the minimum investment for X Agents Refer?

According to its latest Form D, filed Jul 8, 2014, the minimum investment X Agents Refer accepts from an outside investor is $5,000.

Who can invest in X Agents Refer?

X Agents Refer is generally open only to investors who meet the eligibility rules in its offering documents.

How much has X Agents Refer raised?

X Agents Refer reports $25,000 sold from 2 investors on its Form D filed Jul 8, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is X Agents Refer based?

X Agents Refer is based in San Dimas, California.

When did X Agents Refer launch?

X Agents Refer reports its first sale in Jun 2014.

Size compared with every real estate fund

Raised more than 24% of the 1,095 real estate funds based in California, and more than 1% of all 7,349 that report sales.

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