Allocate - RC OB1 2022 Access Fund L.P. is a private investment fund based in Palo Alto, California. According to its most recent Form D, filed Aug 31, 2022, it has sold $5,375,000 of interests to 9 investors since its first sale in Aug 2022. The minimum investment it accepts from an outside investor is $100,000. 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 Allocate Management Company, LLC; Allocate Master GP 1, L.L.C.
- Total raised
- $5,375,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Aug 23, 2022
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Allocate Management Company, LLC; Allocate Master GP 1, L.L.C
- Latest Form D
- Aug 31, 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 Allocate - RC OB1 2022 Access Fund L.P.
What is the minimum investment for Allocate - RC OB1 2022 Access Fund L.P.?
According to its latest Form D, filed Aug 31, 2022, the minimum investment Allocate - RC OB1 2022 Access Fund L.P. accepts from an outside investor is $100,000.
Who can invest in Allocate - RC OB1 2022 Access Fund L.P.?
Allocate - RC OB1 2022 Access Fund L.P. 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 Allocate - RC OB1 2022 Access Fund L.P. raised?
Allocate - RC OB1 2022 Access Fund L.P. reports $5,375,000 sold from 9 investors on its Form D filed Aug 31, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Allocate - RC OB1 2022 Access Fund L.P. based?
Allocate - RC OB1 2022 Access Fund L.P. is based in Palo Alto, California.
When did Allocate - RC OB1 2022 Access Fund L.P. launch?
Allocate - RC OB1 2022 Access Fund L.P. reports its first sale in Aug 2022.
Size compared with every private investment fund
Raised more than 54% of the 1,720 private investment funds based in California, and more than 33% of all 10,311 that report sales.