Callan Micro Cap Value Equity Fund
Callan Micro Cap Value Equity Fund is a private investment fund based in San Francisco, California. According to its most recent Form D, filed May 10, 2022, it has sold $105,869,380 of interests to 1 investor since its first sale in May 2013. The minimum investment it accepts from an outside investor is $25,000,000. 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. Related persons named in the filing include Jennifer Gallo; Inga Sweet; BNY Mellon Trust of Delaware.
- Total raised
- $105,869,380Cumulative sales reported on Form D
- Investors
- 1
- First sale
- May 2, 2013
- Minimum investment
- $25,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jennifer Gallo; Inga Sweet; BNY Mellon Trust of Delaware
- Latest Form D
- May 10, 2022
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 Callan Micro Cap Value Equity Fund
What is the minimum investment for Callan Micro Cap Value Equity Fund?
According to its latest Form D, filed May 10, 2022, the minimum investment Callan Micro Cap Value Equity Fund accepts from an outside investor is $25,000,000.
Who can invest in Callan Micro Cap Value Equity Fund?
Callan Micro Cap Value Equity Fund 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 Callan Micro Cap Value Equity Fund raised?
Callan Micro Cap Value Equity Fund reports $105,869,380 sold from 1 investor on its Form D filed May 10, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Callan Micro Cap Value Equity Fund based?
Callan Micro Cap Value Equity Fund is based in San Francisco, California.
When did Callan Micro Cap Value Equity Fund launch?
Callan Micro Cap Value Equity Fund reports its first sale in May 2013.
Size compared with every private investment fund
Raised more than 82% of the 1,714 private investment funds based in California, and more than 72% of all 10,270 that report sales.