Excel Trust
San Diego, CA · 2 funds and programs
Fund sponsor
Excel Trust of San Diego, CA is named on SEC Form D filings for 2 private funds and programs since 2012, most recently on Oct 31, 2012. Together they report $7.2M raised from 8 investor positions.
- Funds and programs
- 2Filed on Form D
- Total raised
- $7.2MCumulative sales reported on Form D, all funds
- Investor positions
- 8Summed across funds; one investor may be in several
- First fund
- Mar 2012Earliest first sale or filing
- Latest Form D
- Oct 31, 2012Most recent filing by any of its funds
- Latest fund's offering
- Other exemption
Real estate funds (2)
Grouped by AltMountain from the company named on each Form D and the funds' names, so the list may be incomplete or include a related fund. New programs are added automatically when they file. Request a correction
From SEC filings, not verified. This page summarizes Form D filings as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the sponsor or its funds. “Raised” is cumulative sales, not current assets or performance. Full disclosures