EQS Wealth Return Fund, LLC is a private investment fund based in Raleigh, North Carolina. According to its most recent Form D, filed Mar 10, 2015, it has sold $215,369 of interests to 1 investor since its first sale in Jan 2014. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include EQS Capital Management, LLC; Richard Rhodes.
- Total raised
- $215,369Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Jan 1, 2014
- Minimum investment
- $50,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- EQS Capital Management, LLC; Richard Rhodes
- Latest Form D
- Mar 10, 2015
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 EQS Wealth Return Fund, LLC
What is the minimum investment for EQS Wealth Return Fund, LLC?
According to its latest Form D, filed Mar 10, 2015, the minimum investment EQS Wealth Return Fund, LLC accepts from an outside investor is $50,000.
Who can invest in EQS Wealth Return Fund, LLC?
EQS Wealth Return Fund, 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 EQS Wealth Return Fund, LLC raised?
EQS Wealth Return Fund, LLC reports $215,369 sold from 1 investor on its Form D filed Mar 10, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is EQS Wealth Return Fund, LLC based?
EQS Wealth Return Fund, LLC is based in Raleigh, North Carolina.
When did EQS Wealth Return Fund, LLC launch?
EQS Wealth Return Fund, LLC reports its first sale in Jan 2014.
Size compared with every private investment fund
Raised more than 21% of the 245 private investment funds based in North Carolina, and more than 5% of all 10,266 that report sales.