CoastEdge Oaktree, LLC is a private investment fund based in La Jolla, California. According to its most recent Form D, filed May 10, 2016, it has sold $10,250,000 of interests to 20 investors since its first sale in Mar 2015. The minimum investment it accepts from an outside investor is $250,000. 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 Richard Effress.
- Total raised
- $10,250,000Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Mar 20, 2015
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Richard Effress
- Latest Form D
- May 10, 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 CoastEdge Oaktree, LLC
What is the minimum investment for CoastEdge Oaktree, LLC?
According to its latest Form D, filed May 10, 2016, the minimum investment CoastEdge Oaktree, LLC accepts from an outside investor is $250,000.
Who can invest in CoastEdge Oaktree, LLC?
CoastEdge Oaktree, 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 CoastEdge Oaktree, LLC raised?
CoastEdge Oaktree, LLC reports $10,250,000 sold from 20 investors on its Form D filed May 10, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is CoastEdge Oaktree, LLC based?
CoastEdge Oaktree, LLC is based in La Jolla, California.
When did CoastEdge Oaktree, LLC launch?
CoastEdge Oaktree, LLC reports its first sale in Mar 2015.
Size compared with every private investment fund
Raised more than 60% of the 1,714 private investment funds based in California, and more than 42% of all 10,255 that report sales.
Other funds with the same team
- CoastEdge Focus Fund Offshore LLC$27.0M
- CoastEdge Venture Capital, LLC$25.7M
- CoastEdge Private Equity LLC$24.3M
- CoastEdge Distressed & Special Situations Fund LLC$22.4M
- CoastEdge Real Estate, LLC$17.8M
- CoastEdge Opportunity Fund XIII, LLC$17.7M
- CoastEdge Alternative Total Return, LLC$15.7M
- CoastEdge Private Credit, LLC$6.8M