Clearview Preneed, LLC is a private investment fund based in Houston, Texas. According to its most recent Form D, filed Mar 25, 2016, it has sold $902,100,870 of interests to 545 investors since its first sale in Sep 2014. 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 ClearPoint Federal Bank & Trust, Trustee; First United Bank & Trust, Trustee; Compass Bank, Trustee.
- Total raised
- $902,100,870Cumulative sales reported on Form D
- Investors
- 545
- First sale
- Sep 23, 2014
- 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
- ClearPoint Federal Bank & Trust, Trustee; First United Bank & Trust, Trustee; Compass Bank, Trustee
- Latest Form D
- Mar 25, 2016
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 Clearview Preneed, LLC
What is the minimum investment for Clearview Preneed, LLC?
Clearview Preneed, LLC's latest Form D, filed Mar 25, 2016, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Clearview Preneed, LLC?
Clearview Preneed, 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 Clearview Preneed, LLC raised?
Clearview Preneed, LLC reports $902,100,870 sold from 545 investors on its Form D filed Mar 25, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Clearview Preneed, LLC based?
Clearview Preneed, LLC is based in Houston, Texas.
When did Clearview Preneed, LLC launch?
Clearview Preneed, LLC reports its first sale in Sep 2014.
Size compared with every private investment fund
Raised more than 96% of the 877 private investment funds based in Texas, and more than 93% of all 10,212 that report sales.