AltMountain

Cleo Financial Services LLC

Miami Beach, FL · CIK 1926291
506(c)
Status: no Form D since May 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Cleo Financial Services LLC is a private investment fund based in Miami Beach, Florida. Its most recent Form D, filed May 4, 2022, reports no sales yet. 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 Brandon Arvanaghi.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
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
Brandon Arvanaghi
Latest Form D
May 4, 2022

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 Cleo Financial Services LLC

What is the minimum investment for Cleo Financial Services LLC?

Cleo Financial Services LLC's latest Form D, filed May 4, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Cleo Financial Services LLC?

Cleo Financial Services 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 Cleo Financial Services LLC raised?

Cleo Financial Services LLC's latest Form D, filed May 4, 2022, reports no sales yet.

Where is Cleo Financial Services LLC based?

Cleo Financial Services LLC is based in Miami Beach, Florida.

Size compared with every private investment fund

This fund hasn't reported any sales yet.

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