AltMountain

Berg Capital Group, LLC

McLean, VA · CIK 1683156
Status: no Form D since Feb 2017. 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.

Berg Capital Group, LLC is a venture capital fund based in McLean, Virginia. According to its most recent Form D, filed Feb 1, 2017, it has sold $750,000 of interests to 7 investors since its first sale in Apr 2014. 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 W. Berg; Berg Asset Management, LLC.

Total raised
$750,000Cumulative sales reported on Form D
Investors
7
First sale
Apr 3, 2014
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
W. Berg; Berg Asset Management, LLC
Latest Form D
Feb 1, 2017

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 Berg Capital Group, LLC

What is the minimum investment for Berg Capital Group, LLC?

Berg Capital Group, LLC's latest Form D, filed Feb 1, 2017, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Berg Capital Group, LLC?

Berg Capital Group, 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 Berg Capital Group, LLC raised?

Berg Capital Group, LLC reports $750,000 sold from 7 investors on its Form D filed Feb 1, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Berg Capital Group, LLC based?

Berg Capital Group, LLC is based in McLean, Virginia.

When did Berg Capital Group, LLC launch?

Berg Capital Group, LLC reports its first sale in Apr 2014.

Size compared with every venture capital fund

Raised more than 43% of the 140 venture capital funds based in Virginia, and more than 56% of all 14,865 that report sales.

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