AltMountain

Fitz Roy CBS, LLC

Lincoln, NE · CIK 1871265
Status: no Form D since Jul 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 CBS, LLC is a private investment fund based in Lincoln, Nebraska. According to its most recent Form D, filed Jul 13, 2021, it has sold $645,000 of interests to 6 investors since its first sale in Jul 2021. The minimum investment it accepts from an outside investor is $20,000. 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
$645,000Cumulative sales reported on Form D
Investors
6
First sale
Jul 8, 2021
Minimum investment
$20,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Roy Patterson; Creighton Bassett
Latest Form D
Jul 13, 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 CBS, LLC

What is the minimum investment for Fitz Roy CBS, LLC?

According to its latest Form D, filed Jul 13, 2021, the minimum investment Fitz Roy CBS, LLC accepts from an outside investor is $20,000.

Who can invest in Fitz Roy CBS, LLC?

Fitz Roy CBS, 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 CBS, LLC raised?

Fitz Roy CBS, LLC reports $645,000 sold from 6 investors on its Form D filed Jul 13, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Fitz Roy CBS, LLC based?

Fitz Roy CBS, LLC is based in Lincoln, Nebraska.

When did Fitz Roy CBS, LLC launch?

Fitz Roy CBS, LLC reports its first sale in Jul 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 10,255 that report sales.

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