AltMountain

CFP Fund I, LLC

Los Altos, CA · CIK 1705137
Status: no Form D since Apr 2017. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

CFP Fund I, LLC is a private investment fund based in Los Altos, California. According to its most recent Form D, filed Apr 27, 2017, it has sold $150,000 of interests to 1 investor since its first sale in Apr 2017. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Daniel Nero.

Total raised
$150,000Cumulative sales reported on Form D
Investors
1
First sale
Apr 14, 2017
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Daniel Nero
Latest Form D
Apr 27, 2017

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 CFP Fund I, LLC

What is the minimum investment for CFP Fund I, LLC?

According to its latest Form D, filed Apr 27, 2017, the minimum investment CFP Fund I, LLC accepts from an outside investor is $50,000.

Who can invest in CFP Fund I, LLC?

CFP Fund I, 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 CFP Fund I, LLC raised?

CFP Fund I, LLC reports $150,000 sold from 1 investor on its Form D filed Apr 27, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is CFP Fund I, LLC based?

CFP Fund I, LLC is based in Los Altos, California.

When did CFP Fund I, LLC launch?

CFP Fund I, LLC reports its first sale in Apr 2017.

Size compared with every private investment fund

Raised more than 28% of the 1,717 private investment funds based in California, and more than 3% of all 10,287 that report sales.

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