AltMountain

abetterfinancialplan.com LLC

Collegeville, PA · CIK 1614353
Status: no Form D since Jul 2014. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

abetterfinancialplan.com LLC is a private investment fund based in Collegeville, Pennsylvania. According to its most recent Form D, filed Jul 23, 2014, it has sold $380,000 of interests to 26 investors since its first sale in Dec 2010. The minimum investment it accepts from an outside investor is $8,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Dean Vagnozzi.

Total raised
$380,000Cumulative sales reported on Form D
Investors
26
First sale
Dec 14, 2010
Minimum investment
$8,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Dean Vagnozzi
Latest Form D
Jul 23, 2014

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about abetterfinancialplan.com LLC

What is the minimum investment for abetterfinancialplan.com LLC?

According to its latest Form D, filed Jul 23, 2014, the minimum investment abetterfinancialplan.com LLC accepts from an outside investor is $8,000.

Who can invest in abetterfinancialplan.com LLC?

abetterfinancialplan.com LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has abetterfinancialplan.com LLC raised?

abetterfinancialplan.com LLC reports $380,000 sold from 26 investors on its Form D filed Jul 23, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is abetterfinancialplan.com LLC based?

abetterfinancialplan.com LLC is based in Collegeville, Pennsylvania.

When did abetterfinancialplan.com LLC launch?

abetterfinancialplan.com LLC reports its first sale in Dec 2010.

Size compared with every private investment fund

Raised more than 11% of the 291 private investment funds based in Pennsylvania, and more than 7% of all 10,287 that report sales.

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