AltMountain

Aegis Financial

Ruston, LA · CIK 1655599
506(c)
Status: no Form D since Oct 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.

Aegis Financial is a real estate fund based in Ruston, Louisiana. Its most recent Form D, filed Oct 19, 2015, reports no sales yet. The minimum investment it accepts from an outside investor is $20,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include William Moon.

Total raised
$0Cumulative sales reported on Form D
Investors
5
First sale
—
Minimum investment
$20,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
William Moon
Latest Form D
Oct 19, 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 Aegis Financial

What is the minimum investment for Aegis Financial?

According to its latest Form D, filed Oct 19, 2015, the minimum investment Aegis Financial accepts from an outside investor is $20,000.

Who can invest in Aegis Financial?

Aegis Financial is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Aegis Financial raised?

Aegis Financial's latest Form D, filed Oct 19, 2015, reports no sales yet.

Where is Aegis Financial based?

Aegis Financial is based in Ruston, Louisiana.

Size compared with every real estate fund

This fund hasn't reported any sales yet.

Recently filed real estate funds in Louisiana

All real estate funds in Louisiana