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Lakeside Income & Growth Fund, LLC

Real Estate FundFund ID 805-9616285978Washington, United States
Gross assets
$8M
Min. investment
$25K
Beneficial owners
26
Size rank
Top 80%
Audited
Yes
Structure
Standalone

About this fund

Lakeside Income & Growth Fund, LLC is a real estate fund managed by Marshall & Sullivan Inc. The fund reports $8 million in gross assets, placing it among the top 80% of private funds by size. The stated minimum investment is $25,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9616285978
Fund typeReal Estate Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons0%

Other funds from this manager

FundTypeGross assets
Fresno Tucson Retirement Investors, LLCReal Estate$3.9M
Southwest Land Development, LLCReal Estate$3.5M
Lakeside Aggressive Growth Fund, LLCReal Estate$1.2M
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Frequently asked questions

How large is Lakeside Income & Growth Fund, LLC?

Lakeside Income & Growth Fund, LLC reports $8 million in gross assets, among the top 80% of private funds by size.

What is the minimum investment for Lakeside Income & Growth Fund, LLC?

The stated minimum investment is $25,000.

Who manages Lakeside Income & Growth Fund, LLC?

Lakeside Income & Growth Fund, LLC is managed by Marshall & Sullivan Inc.

Does Lakeside Income & Growth Fund, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Auditor