Cerity Partners Equity Holding LLC is a private investment fund based in New York, New York. According to its most recent Form D, filed Jan 21, 2021, it has sold $28,000,000 of interests to 28 investors since its first sale in Dec 2020. The minimum investment it accepts from an outside investor is $3,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Masha Hodi; Claire O'Keefe; Kevin Hilden.
- Total raised
- $28,000,000Cumulative sales reported on Form D
- Investors
- 28
- First sale
- Dec 31, 2020
- Minimum investment
- $3,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Masha Hodi; Claire O'Keefe; Kevin Hilden
- Latest Form D
- Jan 21, 2021
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 Cerity Partners Equity Holding LLC
What is the minimum investment for Cerity Partners Equity Holding LLC?
According to its latest Form D, filed Jan 21, 2021, the minimum investment Cerity Partners Equity Holding LLC accepts from an outside investor is $3,000.
Who can invest in Cerity Partners Equity Holding LLC?
Cerity Partners Equity Holding 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 Cerity Partners Equity Holding LLC raised?
Cerity Partners Equity Holding LLC reports $28,000,000 sold from 28 investors on its Form D filed Jan 21, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Cerity Partners Equity Holding LLC based?
Cerity Partners Equity Holding LLC is based in New York, New York.
When did Cerity Partners Equity Holding LLC launch?
Cerity Partners Equity Holding LLC reports its first sale in Dec 2020.
Size compared with every private investment fund
Raised more than 58% of the 2,847 private investment funds based in New York, and more than 55% of all 10,333 that report sales.
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