AltMountain

Ethos PZM LLC

San Francisco, CA · CIK 1965397
Status: no Form D since Mar 2023. 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.

Ethos PZM LLC is a private investment fund based in San Francisco, California. According to its most recent Form D, filed Mar 8, 2023, it has sold $300,006 of interests to 9 investors since its first sale in Feb 2022. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Ethos GP LLC; Ethos Manager, LLC.

Total raised
$300,006Cumulative sales reported on Form D
Investors
9
First sale
Feb 4, 2022
Minimum investment
$100,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Net asset value range
$1 - $5,000,000Self-reported
Key people and entities
Ethos GP LLC; Ethos Manager, LLC
Latest Form D
Mar 8, 2023

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 Ethos PZM LLC

What is the minimum investment for Ethos PZM LLC?

According to its latest Form D, filed Mar 8, 2023, the minimum investment Ethos PZM LLC accepts from an outside investor is $100,000.

Who can invest in Ethos PZM LLC?

Ethos PZM LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How much has Ethos PZM LLC raised?

Ethos PZM LLC reports $300,006 sold from 9 investors on its Form D filed Mar 8, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Ethos PZM LLC based?

Ethos PZM LLC is based in San Francisco, California.

When did Ethos PZM LLC launch?

Ethos PZM LLC reports its first sale in Feb 2022.

Size compared with every private investment fund

Raised more than 30% of the 1,719 private investment funds based in California, and more than 6% of all 10,263 that report sales.

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