CCM Optimal Fund, LLC is a private investment fund based in Nashville, Tennessee. According to its most recent Form D, filed Sep 6, 2016, it has sold $8,853,959 of interests to 170 investors since its first sale in Feb 2014. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Scot Billington; Covenant Capital Management; Brince Wilford.
- Total raised
- $8,853,959Cumulative sales reported on Form D
- Investors
- 170
- First sale
- Feb 3, 2014
- Minimum investment
- $10,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Scot Billington; Covenant Capital Management; Brince Wilford
- Latest Form D
- Sep 6, 2016
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 CCM Optimal Fund, LLC
What is the minimum investment for CCM Optimal Fund, LLC?
According to its latest Form D, filed Sep 6, 2016, the minimum investment CCM Optimal Fund, LLC accepts from an outside investor is $10,000.
Who can invest in CCM Optimal Fund, LLC?
CCM Optimal Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has CCM Optimal Fund, LLC raised?
CCM Optimal Fund, LLC reports $8,853,959 sold from 170 investors on its Form D filed Sep 6, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is CCM Optimal Fund, LLC based?
CCM Optimal Fund, LLC is based in Nashville, Tennessee.
When did CCM Optimal Fund, LLC launch?
CCM Optimal Fund, LLC reports its first sale in Feb 2014.
Size compared with every private investment fund
Raised more than 52% of the 90 private investment funds based in Tennessee, and more than 39% of all 10,263 that report sales.