AltMountain

Acorn Diversified Trust

Offshore
Status: no Form D since Apr 2015. 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.

Acorn Diversified Trust is a private equity fund based in Oakville, Ontario, Canada. According to its most recent Form D, filed Apr 17, 2015, it has sold $2,000,000 of interests to 6 investors since its first sale in Jul 2009. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeff Crich; Jason Russell; Nicholas Markos.

Total raised
$2,000,000Cumulative sales reported on Form D
Investors
6
First sale
Jul 6, 2009
Minimum investment
$10,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeff Crich; Jason Russell; Nicholas Markos
Latest Form D
Apr 17, 2015

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 Acorn Diversified Trust

What is the minimum investment for Acorn Diversified Trust?

According to its latest Form D, filed Apr 17, 2015, the minimum investment Acorn Diversified Trust accepts from an outside investor is $10,000.

Who can invest in Acorn Diversified Trust?

Acorn Diversified Trust 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 Acorn Diversified Trust raised?

Acorn Diversified Trust reports $2,000,000 sold from 6 investors on its Form D filed Apr 17, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Acorn Diversified Trust based?

Acorn Diversified Trust is based in Oakville, Ontario, Canada.

When did Acorn Diversified Trust launch?

Acorn Diversified Trust reports its first sale in Jul 2009.

Size compared with every private equity fund

Raised more than 39% of the 69 private equity funds based in Ontario, Canada, and more than 26% of all 8,918 that report sales.

Similar-size private equity funds in Ontario, Canada

All private equity funds in Ontario, Canada