Active Ownership Fund is a private investment fund based in Grevenmacher, Luxembourg. According to its most recent Form D, filed Nov 14, 2025, it has sold $300,304,444 of interests to 1 investor since its first sale in Dec 2015. The minimum investment it accepts from an outside investor is $2,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Klaus Roehrig; Active Ownership Corporation S.a r.l; Jan Klopp.
- Total raised
- $300,304,444Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Dec 28, 2015
- Minimum investment
- $2,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Klaus Roehrig; Active Ownership Corporation S.a r.l; Jan Klopp
- Latest Form D
- Nov 14, 2025
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 Active Ownership Fund
What is the minimum investment for Active Ownership Fund?
According to its latest Form D, filed Nov 14, 2025, the minimum investment Active Ownership Fund accepts from an outside investor is $2,000,000.
Who can invest in Active Ownership Fund?
Active Ownership Fund is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Active Ownership Fund raised?
Active Ownership Fund reports $300,304,444 sold from 1 investor on its Form D filed Nov 14, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Active Ownership Fund based?
Active Ownership Fund is based in Grevenmacher, Luxembourg.
When did Active Ownership Fund launch?
Active Ownership Fund reports its first sale in Dec 2015.
Size compared with every private investment fund
Raised more than 81% of the 455 private investment funds based in Luxembourg, and more than 83% of all 10,266 that report sales.
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