AOG Institutional Diversified Fund
AOG Institutional Diversified Fund is a private investment fund based in Reston, Virginia. According to its most recent Form D, filed Feb 3, 2022, it has sold $9,575,000 of interests to 35 investors since its first sale in Nov 2021. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Frederick Baerenz; Alpha Omega Group, Inc. dba AOG Wealth Management; Michelle Whitlock.
- Total raised
- $9,575,000Cumulative sales reported on Form D
- Investors
- 35
- First sale
- Nov 29, 2021
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $5,000,001 - $25,000,000Self-reported
- Key people and entities
- Frederick Baerenz; Alpha Omega Group, Inc. dba AOG Wealth Management; Michelle Whitlock
- Latest Form D
- Feb 3, 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 AOG Institutional Diversified Fund
What is the minimum investment for AOG Institutional Diversified Fund?
According to its latest Form D, filed Feb 3, 2022, the minimum investment AOG Institutional Diversified Fund accepts from an outside investor is $25,000.
Who can invest in AOG Institutional Diversified Fund?
AOG Institutional Diversified Fund is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has AOG Institutional Diversified Fund raised?
AOG Institutional Diversified Fund reports $9,575,000 sold from 35 investors on its Form D filed Feb 3, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is AOG Institutional Diversified Fund based?
AOG Institutional Diversified Fund is based in Reston, Virginia.
When did AOG Institutional Diversified Fund launch?
AOG Institutional Diversified Fund reports its first sale in Nov 2021.
Size compared with every private investment fund
Raised more than 49% of the 127 private investment funds based in Virginia, and more than 40% of all 10,333 that report sales.