ETF Portfolio Management, LLC
ETF Portfolio Management, LLC is a private investment fund based in Westlake Village, California. According to its most recent Form D, filed May 28, 2019, it has sold $1,300,000 of interests to 9 investors since its first sale in May 2019. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include David Kreinces.
- Total raised
- $1,300,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- May 3, 2019
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- David Kreinces
- Latest Form D
- May 28, 2019
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 ETF Portfolio Management, LLC
What is the minimum investment for ETF Portfolio Management, LLC?
ETF Portfolio Management, LLC's latest Form D, filed May 28, 2019, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in ETF Portfolio Management, LLC?
ETF Portfolio Management, 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 ETF Portfolio Management, LLC raised?
ETF Portfolio Management, LLC reports $1,300,000 sold from 9 investors on its Form D filed May 28, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is ETF Portfolio Management, LLC based?
ETF Portfolio Management, LLC is based in Westlake Village, California.
When did ETF Portfolio Management, LLC launch?
ETF Portfolio Management, LLC reports its first sale in May 2019.
Size compared with every private investment fund
Raised more than 38% of the 1,720 private investment funds based in California, and more than 17% of all 10,311 that report sales.