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Steven Erickson

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Private LLCs

1. Structure

Investment vehicle where investors hold membership units. The LLC may hold real estate, private loans, intellectual property, or operating businesses.

2. Growth or Income

Are you looking for income, growth, or both!

3. Potential Tax Advantages

Potential investment income and final proceeds often tax-advantaged.

4. Hold Period & Framework

Illiquid with varying holding periods. Less volatility VS. risk in valuation opacity and management dependency.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck