Capital Allocation Strategies LLC
Capital Allocation Strategies LLC is a private equity fund based in Mountain View, California. According to its most recent Form D, filed Jun 14, 2024, it has sold $47,903,887 of interests to 29 investors since its first sale in May 2024. The minimum investment it accepts from an outside investor is $26,250. 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 Zanbato Capital LLC; Knut Nicolai Sand; Gregory Wright.
- Total raised
- $47,903,887Cumulative sales reported on Form D
- Investors
- 29
- First sale
- May 29, 2024
- Minimum investment
- $26,250
- 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
- Zanbato Capital LLC; Knut Nicolai Sand; Gregory Wright
- Latest Form D
- Jun 14, 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 Capital Allocation Strategies LLC
What is the minimum investment for Capital Allocation Strategies LLC?
According to its latest Form D, filed Jun 14, 2024, the minimum investment Capital Allocation Strategies LLC accepts from an outside investor is $26,250.
Who can invest in Capital Allocation Strategies LLC?
Capital Allocation Strategies 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 Capital Allocation Strategies LLC raised?
Capital Allocation Strategies LLC reports $47,903,887 sold from 29 investors on its Form D filed Jun 14, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Capital Allocation Strategies LLC based?
Capital Allocation Strategies LLC is based in Mountain View, California.
When did Capital Allocation Strategies LLC launch?
Capital Allocation Strategies LLC reports its first sale in May 2024.
Size compared with every private equity fund
Raised more than 82% of the 1,747 private equity funds based in California, and more than 63% of all 8,950 that report sales.