AltMountain

Fitz Roy TRF, LLC

Lincoln, NE · CIK 1870284
Status: no Form D since Jun 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 TRF, LLC is a private investment fund based in Lincoln, Nebraska. According to its most recent Form D, filed Jun 30, 2021, it has sold $375,000 of interests to 3 investors since its first sale in Jun 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
$375,000Cumulative sales reported on Form D
Investors
3
First sale
Jun 18, 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
Jun 30, 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 TRF, LLC

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

According to its latest Form D, filed Jun 30, 2021, the minimum investment Fitz Roy TRF, LLC accepts from an outside investor is $25,000.

Who can invest in Fitz Roy TRF, LLC?

Fitz Roy TRF, 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 TRF, LLC raised?

Fitz Roy TRF, LLC reports $375,000 sold from 3 investors on its Form D filed Jun 30, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Fitz Roy TRF, LLC based?

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

When did Fitz Roy TRF, LLC launch?

Fitz Roy TRF, LLC reports its first sale in Jun 2021.

Size compared with every private investment fund

Raised more than 20% of the 15 private investment funds based in Nebraska, and more than 7% of all 10,255 that report sales.

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