Chalice Wealth Partners LLC is a private investment fund based in San Diego, California. According to its most recent Form D, filed Jun 14, 2019, it has sold $350,000 of interests to 2 investors since its first sale in May 2019. The filing does not set a minimum investment. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Cary Burch; Keith Gregg; Derek Bruton.
- Total raised
- $350,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- May 28, 2019
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Cary Burch; Keith Gregg; Derek Bruton
- Latest Form D
- Jun 14, 2019
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 Chalice Wealth Partners LLC
What is the minimum investment for Chalice Wealth Partners LLC?
Chalice Wealth Partners LLC's latest Form D, filed Jun 14, 2019, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Chalice Wealth Partners LLC?
Chalice Wealth Partners LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Chalice Wealth Partners LLC raised?
Chalice Wealth Partners LLC reports $350,000 sold from 2 investors on its Form D filed Jun 14, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Chalice Wealth Partners LLC based?
Chalice Wealth Partners LLC is based in San Diego, California.
When did Chalice Wealth Partners LLC launch?
Chalice Wealth Partners LLC reports its first sale in May 2019.
Size compared with every private investment fund
Raised more than 30% of the 1,719 private investment funds based in California, and more than 7% of all 10,333 that report sales.