Bells & Bear LLC is a private investment fund based in Reston, Virginia. According to its most recent Form D, filed Jan 24, 2019, it has sold $669,900 of interests to 18 investors since its first sale in Jan 2019. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Poga Ahn.
- Total raised
- $669,900Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Jan 10, 2019
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Poga Ahn
- Latest Form D
- Jan 24, 2019
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 Bells & Bear LLC
What is the minimum investment for Bells & Bear LLC?
Bells & Bear LLC's latest Form D, filed Jan 24, 2019, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Bells & Bear LLC?
Bells & Bear LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Bells & Bear LLC raised?
Bells & Bear LLC reports $669,900 sold from 18 investors on its Form D filed Jan 24, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Bells & Bear LLC based?
Bells & Bear LLC is based in Reston, Virginia.
When did Bells & Bear LLC launch?
Bells & Bear LLC reports its first sale in Jan 2019.
Size compared with every private investment fund
Raised more than 27% of the 128 private investment funds based in Virginia, and more than 11% of all 10,270 that report sales.