Chester Asset Allocation, LLC is a private investment fund based in New York, New York. According to its most recent Form D, filed Sep 19, 2017, it has sold $491,712,190 of interests to 12 investors since its first sale in Oct 2010. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Michael Cowan; Stephen Butt; Timothy Linehan.
- Total raised
- $491,712,190Cumulative sales reported on Form D
- Investors
- 12
- First sale
- Oct 1, 2010
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Michael Cowan; Stephen Butt; Timothy Linehan
- Latest Form D
- Sep 19, 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 Chester Asset Allocation, LLC
What is the minimum investment for Chester Asset Allocation, LLC?
Chester Asset Allocation, LLC's latest Form D, filed Sep 19, 2017, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Chester Asset Allocation, LLC?
Chester Asset Allocation, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Chester Asset Allocation, LLC raised?
Chester Asset Allocation, LLC reports $491,712,190 sold from 12 investors on its Form D filed Sep 19, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Chester Asset Allocation, LLC based?
Chester Asset Allocation, LLC is based in New York, New York.
When did Chester Asset Allocation, LLC launch?
Chester Asset Allocation, LLC reports its first sale in Oct 2010.
Size compared with every private investment fund
Raised more than 88% of the 2,823 private investment funds based in New York, and more than 88% of all 10,266 that report sales.
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