Foreword Fund LLC
Foreword Fund LLC is a private investment fund based in Salt Lake City, Utah. According to its most recent Form D, filed Apr 30, 2020, it has sold $25,000 of interests to 2 investors since its first sale in Apr 2020. The minimum investment it accepts from an outside investor is $10,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include LLC Assure Fund Management II; Richard Thoms; Jeremy Neilson.
- Total raised
- $25,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Apr 27, 2020
- Minimum investment
- $10,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- LLC Assure Fund Management II; Richard Thoms; Jeremy Neilson
- Latest Form D
- Apr 30, 2020
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 Foreword Fund LLC
What is the minimum investment for Foreword Fund LLC?
According to its latest Form D, filed Apr 30, 2020, the minimum investment Foreword Fund LLC accepts from an outside investor is $10,000.
Who can invest in Foreword Fund LLC?
Foreword Fund 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). It uses Rule 506(b), which does not allow general advertising.
How much has Foreword Fund LLC raised?
Foreword Fund LLC reports $25,000 sold from 2 investors on its Form D filed Apr 30, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Foreword Fund LLC based?
Foreword Fund LLC is based in Salt Lake City, Utah.
When did Foreword Fund LLC launch?
Foreword Fund LLC reports its first sale in Apr 2020.
Size compared with every private investment fund
Raised more than 22% of the 197 private investment funds based in Utah, and more than 1% of all 10,266 that report sales.