New Castle - Katy, LLC
New Castle - Katy, LLC is a real estate fund based in Alamo, California. According to its most recent Form D, filed Apr 18, 2022, it has sold $2,812,000 of interests to 20 investors since its first sale in Feb 2021. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Gilchrist.
- Total raised
- $2,812,000Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Feb 8, 2021
- Minimum investment
- $10,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- John Gilchrist
- Latest Form D
- Apr 18, 2022
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Apr 18, 2022 | Form D/A (amendment) | $2,812,000 | 20 | SEC.gov ↗ |
| Apr 15, 2022 | Form D | $2,812,000 | 20 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Apr 15, 2022. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about New Castle - Katy, LLC
What is the minimum investment for New Castle - Katy, LLC?
According to its latest Form D, filed Apr 18, 2022, the minimum investment New Castle - Katy, LLC accepts from an outside investor is $10,000.
Who can invest in New Castle - Katy, LLC?
New Castle - Katy, 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 New Castle - Katy, LLC raised?
New Castle - Katy, LLC reports $2,812,000 sold from 20 investors on its Form D filed Apr 18, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is New Castle - Katy, LLC based?
New Castle - Katy, LLC is based in Alamo, California.
When did New Castle - Katy, LLC launch?
New Castle - Katy, LLC reports its first sale in Feb 2021.
Size compared with every real estate fund
Raised more than 64% of the 1,092 real estate funds based in California, and more than 53% of all 7,351 that report sales.