For investments in funds that offer monthly distributions, your first payment is typically issued after a specific period following your trade or investment date. …
Fund update webinars are held quarterly and cover current performance, property updates, followed by a Q&A session. Fund investors will automatically receive a recording …
You can expect the reports to be available in the portal approximately 45 days the following quarter. For example, the Q1 report will be …
Redemptions are processed quarterly. Members are generally required to deliver an advanced tender offer election notice as early as sixty days before the redemption …
Yes. All redemptions are subject to the liquidity of the Fund’s investments. In general, the managing member intends to limit the total amount of …
Lock-up periods and the duration of the investment may impact fees. Each fund has its own specific restrictions and guidelines. Please review the terms …
Please submit a formal request by sending us a secure message in the portal by following the below steps: For example, “Redeem [$X or …
For any additional questions, please contact us at investorservices@origininvestments.com.
Please have your custodian reach out to custodians@origininvestments.com with any questions.
Origin will need an assignment of interest form completed by you and executed by your new custodian for us to process the change in …
In general, custodians should reflect our distributions in their portal within a month of receipt. However, for the most up-to-date information regarding your investment …
Subscribing to one of our funds with a custodian is the standard process with a few extra steps:
Once you have sent out the funds, you will receive a contribution notice email from Investor Services confirming receipt within 48 hours.
Your funds will be due based on the specific fund in which you are investing:
After your completed subscription has been reviewed and processed, you will receive a capital call email from Investor Services, which will confirm the name …
Similar to a subscription request, feel free to reach out to your Investor Relations associate, and they will have an Increase in Capital Commitment …
No, you will only need to fill out a new subscription if you are investing in a fund for the first time. After you …
After you have confirmed with your Investor Relations associate that you would like to subscribe, you can access the subscription through our Investor Portal. …
Yes, we require a minimum of $10,000 increase to your investment.
When you fill out a subscription, you will be asked to indicate the type of entity you will be subscribing through. If you select …
If you are investing through a trust or an LLC, we will need a copy of the documents that were created when the entity …
On average, it takes between 24-48 hours to for our fund administrator to run their check. Once it is completed, you will receive an …
Our fund administrator is required to perform a KYC (Know Your Customer) check for all first-time investors to ensure a secure and compliant investment. …
If you are waiting for your letter to be completed by your attorney, CPA, or financial advisor, you may still complete your subscription. However, …