Chg-Mstk LLC
Chg-Mstk LLC is a private equity fund organized in Illinois, United States and advised by Cypress Wealth Management. Its adviser reported $30,100,000 in gross assets for the fund on Form ADV, filed Dec 4, 2024. It reported 2 beneficial owners. The minimum investment it accepts is $25,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $30,100,000As reported on Form ADV
- Beneficial owners
- 2
- Minimum investment
- $25,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private equity fund
- Domicile
- Illinois, United States
- Auditor
- Cohnreznick LLP
- Custodian
- Charles Schwab & Co., Inc.; Tristate Capital Bank
- Adviser
- Cypress Wealth Management · Oakbrook Terrace, IL · CRD 324524
- Reported on
- Dec 4, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Chg-Mstk LLC
What is the minimum investment for Chg-Mstk LLC?
According to its adviser's Form ADV filed Dec 4, 2024, the minimum investment Chg-Mstk LLC accepts is $25,000.
Who can invest in Chg-Mstk LLC?
Chg-Mstk 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).
How large is Chg-Mstk LLC?
Its adviser reported $30,100,000 in gross assets on Form ADV filed Dec 4, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Chg-Mstk LLC?
Chg-Mstk LLC is advised by Cypress Wealth Management, based in Oakbrook Terrace, IL.
Who are Chg-Mstk LLC's service providers?
Its Form ADV lists Cohnreznick LLP as auditor.