Circle of Wealth Fund III, LLC (“the Fund”) was formed for the purpose of providing participating investors with similar benefits that are offered to accredited investors through the Secured Investment High Yield Fund II — a real estate focused investment opportunity through private money notes and carefully chosen real estate projects.
The Fund is managed Secured Investment Corp (“SIC” or the “Fund Manager”), a company that specializes in the origination of real estate notes for investors, real estate fund management, loan servicing, and the education of real estate investors. The Fund is managed by three highly experienced real estate and finance professionals with a combined 50-plus years of experience in the real estate.
Secured Investment Corp is one of the fastest growing companies in the private money marketplace in the United States. With over 125 years of combined specialized loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential and commercial real estate.
The information on this website does not constitute an offer to sell the membership interests identified herein in any state or jurisdiction in which the issuer is not qualified to do so.
Circle of Wealth Fund III LLC has filed offering circulars and may additionally post-qualification amendments (including supplements to such filings) with the Securities and Exchange Commission (the “SEC”) covering the current offering of membership interests. An investment in membership interests entails risk of loss, and you may lose all or part of your investment. Each investor should carefully consider the risk factors and other information discussed in the qualified offering circulars/PQAs (and current supplements, if any) before purchasing membership interests.
Offerings by Circle of Wealth Fund III LLC: The Offering Circular is available here: https://www.sec.gov/Archives/edgar/data/1762825/000173112219000459/e1464_partiiandiii.htm
Generally, no sale may be made to you in this Offering if the aggregate purchase price you pay is more than Ten Percent (10%) of the greater of your annual income or net worth. Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, Investors are encouraged to review rule 251(d)(2)(i)(c) of Regulation A. For general information on investing, Investors are encouraged to refer to www.investor.gov.
A copy of these materials may also be obtained for free on the SEC’s website at: https://www.sec.gov/
Some statements in the offering circulars and on this website may contain forward-looking statements and are based upon current expectations, plans, estimates, assumptions and beliefs that involve numerous risks and uncertainties. Although Manager believes that the expectations reflected in such forward-looking statements are based on reasonable assumptions, actual results and performance could differ materially from those set forth in the forward-looking statements. You should consult with your own attorneys, accountants, and other professional advisors prior to making an investment.
The information above presents a general summary of the business and the purpose and principal business terms of an investment in the Company. This summary does not purport to be complete and is qualified in its entirety by reference to the more detailed discussion contained in the Offering Circular.
Articles or information from third-party sources outside of this domain may discuss Manager and/or Company (or its affiliates) or relate to information contained herein, but Manager and/or Company and its affiliates do not approve and are not responsible for such content. Hyperlinks to third-party sites, or reproduction of third-party content, do not constitute an approval or endorsement by Manager and/or Company or any of its affiliates of the linked or reproduced content.
Neither the SEC nor any state securities commission or regulatory authority approved, disapproved, endorsed, or recommended the merits of the offering described in the Offering Circular or reflected on this website.
Manager’s and/or Company’s services do not constitute “crowdfunding” as described in Title III of the Jumpstart Our Business Startups Act (“JOBS Act”).