AltMountain

Advanta Charitable Lending Fund LLC

Zionsville, IN · CIK 2122741
506(c)

Advanta Charitable Lending Fund LLC is a private investment fund based in Zionsville, Indiana. According to its most recent Form D, filed Mar 26, 2026, it has sold $53,504,400 of interests to 3 investors since its first sale in Mar 2026. The minimum investment it accepts from an outside investor is $1,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Zachary Kester; John Casey; Michael DiBernardo.

Total raised
$53,504,400Cumulative sales reported on Form D
Investors
3
First sale
Mar 24, 2026
Minimum investment
$1,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Net asset value range
$50,000,001 - $100,000,000Self-reported
Key people and entities
Zachary Kester; John Casey; Michael DiBernardo
Latest Form D
Mar 26, 2026

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 Advanta Charitable Lending Fund LLC

What is the minimum investment for Advanta Charitable Lending Fund LLC?

According to its latest Form D, filed Mar 26, 2026, the minimum investment Advanta Charitable Lending Fund LLC accepts from an outside investor is $1,000.

Who can invest in Advanta Charitable Lending Fund LLC?

Advanta Charitable Lending Fund LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Advanta Charitable Lending Fund LLC raised?

Advanta Charitable Lending Fund LLC reports $53,504,400 sold from 3 investors on its Form D filed Mar 26, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Advanta Charitable Lending Fund LLC based?

Advanta Charitable Lending Fund LLC is based in Zionsville, Indiana.

When did Advanta Charitable Lending Fund LLC launch?

Advanta Charitable Lending Fund LLC reports its first sale in Mar 2026.

Size compared with every private investment fund

Raised more than 86% of the 70 private investment funds based in Indiana, and more than 63% of all 10,287 that report sales.

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