AltMountain

XB Equitable, LLC

Kansas City, MO · CIK 1627266
506(c)
Status: no Form D since Jan 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.

XB Equitable, LLC is a real estate fund based in Kansas City, Missouri. According to its most recent Form D, filed Jan 11, 2018, it has sold $250,000 of interests to 3 investors since its first sale in Dec 2017. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Grant Reves; Brian Beggs; Stephen Block.

Total raised
$250,000Cumulative sales reported on Form D
Investors
3
First sale
Dec 22, 2017
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Grant Reves; Brian Beggs; Stephen Block
Latest Form D
Jan 11, 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 XB Equitable, LLC

What is the minimum investment for XB Equitable, LLC?

According to its latest Form D, filed Jan 11, 2018, the minimum investment XB Equitable, LLC accepts from an outside investor is $50,000.

Who can invest in XB Equitable, LLC?

XB Equitable, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has XB Equitable, LLC raised?

XB Equitable, LLC reports $250,000 sold from 3 investors on its Form D filed Jan 11, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is XB Equitable, LLC based?

XB Equitable, LLC is based in Kansas City, Missouri.

When did XB Equitable, LLC launch?

XB Equitable, LLC reports its first sale in Dec 2017.

Size compared with every real estate fund

Raised more than 45% of the 82 real estate funds based in Missouri, and more than 18% of all 7,337 that report sales.

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