BB Wealth Management Fund, LP is a private investment fund based in Minneapolis, Minnesota. Its most recent Form D, filed Apr 22, 2024, reports no sales yet. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Thomas Kulkis; Tucker Sutton; Max Schwartzman.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Thomas Kulkis; Tucker Sutton; Max Schwartzman
- Latest Form D
- Apr 22, 2024
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 BB Wealth Management Fund, LP
What is the minimum investment for BB Wealth Management Fund, LP?
According to its latest Form D, filed Apr 22, 2024, the minimum investment BB Wealth Management Fund, LP accepts from an outside investor is $50,000.
Who can invest in BB Wealth Management Fund, LP?
BB Wealth Management Fund, LP 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 BB Wealth Management Fund, LP raised?
BB Wealth Management Fund, LP's latest Form D, filed Apr 22, 2024, reports no sales yet.
Where is BB Wealth Management Fund, LP based?
BB Wealth Management Fund, LP is based in Minneapolis, Minnesota.
Size compared with every private investment fund
This fund hasn't reported any sales yet.