DGM AEX Strategy LLC is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Mar 1, 2018, it has sold $4,821,800 of interests to 1 investor since its first sale in Dec 2015. The minimum investment it accepts from an outside investor is $1,000,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include P/E Global LLC; Warren Naphtal; Mary Naphtal.
- Total raised
- $4,821,800Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Dec 18, 2015
- Minimum investment
- $1,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- P/E Global LLC; Warren Naphtal; Mary Naphtal
- Latest Form D
- Mar 1, 2018
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 DGM AEX Strategy LLC
What is the minimum investment for DGM AEX Strategy LLC?
According to its latest Form D, filed Mar 1, 2018, the minimum investment DGM AEX Strategy LLC accepts from an outside investor is $1,000,000.
Who can invest in DGM AEX Strategy LLC?
DGM AEX Strategy LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has DGM AEX Strategy LLC raised?
DGM AEX Strategy LLC reports $4,821,800 sold from 1 investor on its Form D filed Mar 1, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is DGM AEX Strategy LLC based?
DGM AEX Strategy LLC is based in Boston, Massachusetts.
When did DGM AEX Strategy LLC launch?
DGM AEX Strategy LLC reports its first sale in Dec 2015.
Size compared with every private investment fund
Raised more than 36% of the 537 private investment funds based in Massachusetts, and more than 31% of all 10,266 that report sales.
Other funds with the same team
More private investment funds in Boston
- NHIT: Core Plus Fixed Income Trust$4.2B
- Bain Capital Senior Loan Fund, L.P.$3.3B
- Acadian U.S. Managed Volatility Equity Fund, LLC$91.7M
- Acadian Emerging Markets Small-Cap Equity Fund, LLC$2.3B
- Acadian Emerging Markets Managed Volatility Equity Fund, LLC$664M
- Bain Capital Senior Loan Fund (SRI), L.P.$142M