Btk-Berk-XI, LLC is a private equity fund based in Miami, Florida. According to its most recent Form D, filed Oct 8, 2024, it has sold $18,050,000 of interests to 4 investors since its first sale in Sep 2024. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Bulltick Financial Advisory Services, LLC.
- Total raised
- $18,050,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Sep 27, 2024
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Bulltick Financial Advisory Services, LLC
- Latest Form D
- Oct 8, 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 Btk-Berk-XI, LLC
What is the minimum investment for Btk-Berk-XI, LLC?
According to its latest Form D, filed Oct 8, 2024, the minimum investment Btk-Berk-XI, LLC accepts from an outside investor is $250,000.
Who can invest in Btk-Berk-XI, LLC?
Btk-Berk-XI, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Btk-Berk-XI, LLC raised?
Btk-Berk-XI, LLC reports $18,050,000 sold from 4 investors on its Form D filed Oct 8, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Btk-Berk-XI, LLC based?
Btk-Berk-XI, LLC is based in Miami, Florida.
When did Btk-Berk-XI, LLC launch?
Btk-Berk-XI, LLC reports its first sale in Sep 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 83% of the 818 private equity funds based in Florida, and more than 50% of all 9,142 that report sales.