Cgi Wealth Management Fund I, LP is a private investment fund based in Miami, Florida. According to its most recent Form D, filed Mar 31, 2023, it has sold $3,105,000 of interests to 11 investors since its first sale in Jun 2021. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Raoul Thomas.
- Total raised
- $3,105,000Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Jun 17, 2021
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Raoul Thomas
- Latest Form D
- Mar 31, 2023
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 Cgi Wealth Management Fund I, LP
What is the minimum investment for Cgi Wealth Management Fund I, LP?
According to its latest Form D, filed Mar 31, 2023, the minimum investment Cgi Wealth Management Fund I, LP accepts from an outside investor is $1,000,000.
Who can invest in Cgi Wealth Management Fund I, LP?
Cgi Wealth Management Fund I, LP 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Cgi Wealth Management Fund I, LP raised?
Cgi Wealth Management Fund I, LP reports $3,105,000 sold from 11 investors on its Form D filed Mar 31, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Cgi Wealth Management Fund I, LP based?
Cgi Wealth Management Fund I, LP is based in Miami, Florida.
When did Cgi Wealth Management Fund I, LP launch?
Cgi Wealth Management Fund I, LP reports its first sale in Jun 2021.
Size compared with every private investment fund
Raised more than 52% of the 863 private investment funds based in Florida, and more than 26% of all 10,287 that report sales.