Fitz Roy CAZ, LLC is a private investment fund based in Lincoln, Nebraska. According to its most recent Form D, filed Apr 12, 2021, it has sold $735,000 of interests to 11 investors since its first sale in Apr 2021. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Roy Patterson; Creighton Bassett.
- Total raised
- $735,000Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Apr 8, 2021
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Roy Patterson; Creighton Bassett
- Latest Form D
- Apr 12, 2021
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 Fitz Roy CAZ, LLC
What is the minimum investment for Fitz Roy CAZ, LLC?
According to its latest Form D, filed Apr 12, 2021, the minimum investment Fitz Roy CAZ, LLC accepts from an outside investor is $25,000.
Who can invest in Fitz Roy CAZ, LLC?
Fitz Roy CAZ, 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 Fitz Roy CAZ, LLC raised?
Fitz Roy CAZ, LLC reports $735,000 sold from 11 investors on its Form D filed Apr 12, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Fitz Roy CAZ, LLC based?
Fitz Roy CAZ, LLC is based in Lincoln, Nebraska.
When did Fitz Roy CAZ, LLC launch?
Fitz Roy CAZ, LLC reports its first sale in Apr 2021.
Size compared with every private investment fund
Raised more than 27% of the 15 private investment funds based in Nebraska, and more than 11% of all 10,263 that report sales.