AltMountain

Fitz Roy CB II, LLC

Lincoln, NE · CIK 1891736
Status: no Form D since Nov 2021. 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.

Fitz Roy CB II, LLC is a private investment fund based in Lincoln, Nebraska. According to its most recent Form D, filed Nov 3, 2021, it has sold $1,290,000 of interests to 13 investors since its first sale in Oct 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
$1,290,000Cumulative sales reported on Form D
Investors
13
First sale
Oct 22, 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
Nov 3, 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 CB II, LLC

What is the minimum investment for Fitz Roy CB II, LLC?

According to its latest Form D, filed Nov 3, 2021, the minimum investment Fitz Roy CB II, LLC accepts from an outside investor is $25,000.

Who can invest in Fitz Roy CB II, LLC?

Fitz Roy CB II, 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 CB II, LLC raised?

Fitz Roy CB II, LLC reports $1,290,000 sold from 13 investors on its Form D filed Nov 3, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Fitz Roy CB II, LLC based?

Fitz Roy CB II, LLC is based in Lincoln, Nebraska.

When did Fitz Roy CB II, LLC launch?

Fitz Roy CB II, LLC reports its first sale in Oct 2021.

Size compared with every private investment fund

Raised more than 27% of the 15 private investment funds based in Nebraska, and more than 16% of all 10,266 that report sales.

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