Cavalry CLO V, LTD. is a private investment fund based in Grand Cayman KY1-1102, Cayman Islands. According to its most recent Form D, filed Jan 8, 2015, it has sold $4,328,500 of interests to 1 investor since its first sale in Dec 2014. 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. Related persons named in the filing include Betsy Mortel; Christopher Walter.
- Total raised
- $4,328,500Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Dec 18, 2014
- 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
- Betsy Mortel; Christopher Walter
- Latest Form D
- Jan 8, 2015
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 Cavalry CLO V, LTD.
What is the minimum investment for Cavalry CLO V, LTD.?
According to its latest Form D, filed Jan 8, 2015, the minimum investment Cavalry CLO V, LTD. accepts from an outside investor is $250,000.
Who can invest in Cavalry CLO V, LTD.?
Cavalry CLO V, LTD. 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 Cavalry CLO V, LTD. raised?
Cavalry CLO V, LTD. reports $4,328,500 sold from 1 investor on its Form D filed Jan 8, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Cavalry CLO V, LTD. based?
Cavalry CLO V, LTD. is based in Grand Cayman KY1-1102, Cayman Islands.
When did Cavalry CLO V, LTD. launch?
Cavalry CLO V, LTD. reports its first sale in Dec 2014.
Size compared with every private investment fund
Raised more than 38% of the 577 private investment funds based in Cayman Islands, and more than 30% of all 10,287 that report sales.