SEC filing record
Primary Source · SEC.gov

Beacon KG Investment LLC

2023 vintageRule 506(b)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$29M

Investors

71

Min Invest

$25,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Beacon KG Investment LLC is a North Carolina limited liability company that filed a Form D with the SEC on April 6, 2023 in the Commercial industry group. The offering claims Rule 506(b) and covers equity. Beacon KG Investment LLC reported $28,590,000 sold from 71 investors of a $28,590,000 total offering as of the Form D filed April 6, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 500 East Morehead Street, Suite 200, Charlotte, NC 28202.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001972131
Entity NameBeacon KG Investment LLC
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationNorth Carolina
Issuer Address500 East Morehead Street, Suite 200, Charlotte, NC 28202
Phone(704) 926-1410
Industry / Fund TypeCommercial
Securities TypeEquity
First Sale DateMarch 29, 2023
Filing DateApril 6, 2023
Accession Number0001461373-23-000019
Total Offering Amount$28,590,000
Total Amount Sold$28,590,000
Amount Remaining$0
Total Investors71
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)NC
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

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none on file

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Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Beacon KG Partners LLC

Director · Charlotte, NC

Manager of the Issuer

Beacon GP LLC

Director · Charlotte, NC

Manager of the Manager of the Issuer

Jon L. Morris

Director · Charlotte, NC

Manager of the Manager of the Manager of the Issuer

Edward I. Weisiger, Jr.

Director · Charlotte, NC

Manager of the Manager of the Manager of the Issuer

Peter W. Lash

Director · Charlotte, NC

Manager of the Manager of the Manager of the Issuer

Michael P. Harrell

Director · Charlotte, NC

Manager of the Manager of the Manager of the Issuer

Questions About Beacon KG Investment LLC

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Beacon KG Investment LLC?

Beacon KG Investment LLC is a North Carolina limited liability company that filed a Form D with the SEC on April 6, 2023 in the Commercial industry group. The filing claims Rule 506(b) for an offering of equity.

Is Beacon KG Investment LLC legit?

AltStreet does not rate legitimacy; it reports the public record. Beacon KG Investment LLC filed a Form D with the SEC on April 6, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $28,590,000 sold to 71 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is Beacon KG Investment LLC registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Beacon KG Investment LLC claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has Beacon KG Investment LLC raised?

Beacon KG Investment LLC reported $28,590,000 sold from 71 investors of a $28,590,000 total offering as of the Form D filed April 6, 2023.

Who can invest in Beacon KG Investment LLC?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.

What is the minimum investment in Beacon KG Investment LLC?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of April 6, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Beacon KG Investment LLC and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Who is behind Beacon KG Investment LLC?

The Form D lists 6 related persons: Beacon KG Partners LLC, director (Manager of the Issuer); Beacon GP LLC, director (Manager of the Manager of the Issuer); Jon L. Morris, director (Manager of the Manager of the Manager of the Issuer); Edward I. Weisiger, Jr., director (Manager of the Manager of the Manager of the Issuer); Peter W. Lash, director (Manager of the Manager of the Manager of the Issuer); Michael P. Harrell, director (Manager of the Manager of the Manager of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Beacon KG Investment LLC located?

The issuer's address on its SEC filings is 500 East Morehead Street, Suite 200, Charlotte, NC 28202. Its phone number of record is 704-926-1410. It is organized under the laws of North Carolina.

How long is the Beacon KG Investment LLC offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

What is Beacon KG Investment LLC's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.