Aj Berwick Fund LLC is a private equity fund based in Nashville, Tennessee. According to its most recent Form D, filed Jan 14, 2022, it has sold $25,782,448 of interests to 86 investors since its first sale in Jan 2020. The filing does not set a minimum investment. 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 Eric Hassberger; Benjamin Weprin.
- Total raised
- $25,782,448Cumulative sales reported on Form D
- Investors
- 86
- First sale
- Jan 27, 2020
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Eric Hassberger; Benjamin Weprin
- Latest Form D
- Jan 14, 2022
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 Aj Berwick Fund LLC
What is the minimum investment for Aj Berwick Fund LLC?
Aj Berwick Fund LLC's latest Form D, filed Jan 14, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Aj Berwick Fund LLC?
Aj Berwick Fund LLC 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 Aj Berwick Fund LLC raised?
Aj Berwick Fund LLC reports $25,782,448 sold from 86 investors on its Form D filed Jan 14, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Aj Berwick Fund LLC based?
Aj Berwick Fund LLC is based in Nashville, Tennessee.
When did Aj Berwick Fund LLC launch?
Aj Berwick Fund LLC reports its first sale in Jan 2020.
Size compared with every private equity fund
Raised more than 66% of the 76 private equity funds based in Tennessee, and more than 55% of all 8,883 that report sales.