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Bellwether Acquisition Fund LLC

Philadelphia, PA · CIK 1843467
Status: no Form D since Feb 2021. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Bellwether Acquisition Fund LLC is a private investment fund based in Philadelphia, Pennsylvania. According to its most recent Form D, filed Feb 2, 2021, it has sold $750,000 of interests to 16 investors since its first sale in Jan 2021. The minimum investment it accepts from an outside investor is $5,000. 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 Patrick Heath; Alex Sturges.

Total raised
$750,000Cumulative sales reported on Form D
Investors
16
First sale
Jan 18, 2021
Minimum investment
$5,000
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
Patrick Heath; Alex Sturges
Latest Form D
Feb 2, 2021

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 Bellwether Acquisition Fund LLC

What is the minimum investment for Bellwether Acquisition Fund LLC?

According to its latest Form D, filed Feb 2, 2021, the minimum investment Bellwether Acquisition Fund LLC accepts from an outside investor is $5,000.

Who can invest in Bellwether Acquisition Fund LLC?

Bellwether Acquisition Fund 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 Bellwether Acquisition Fund LLC raised?

Bellwether Acquisition Fund LLC reports $750,000 sold from 16 investors on its Form D filed Feb 2, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Bellwether Acquisition Fund LLC based?

Bellwether Acquisition Fund LLC is based in Philadelphia, Pennsylvania.

When did Bellwether Acquisition Fund LLC launch?

Bellwether Acquisition Fund LLC reports its first sale in Jan 2021.

Size compared with every private investment fund

Raised more than 18% of the 291 private investment funds based in Pennsylvania, and more than 12% of all 10,287 that report sales.

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