AltMountain

Fortress Function, LLC

Dallas, TX · CIK 1835907
Status: no Form D since Dec 2023. 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.

Fortress Function, LLC is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Dec 15, 2023, it has sold $15,646,848 of interests to 49 investors since its first sale in Dec 2020. The minimum investment it accepts from an outside investor is $5,000. 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 Loren Greaves; G.T. Barden; John Dziminski.

Total raised
$15,646,848Cumulative sales reported on Form D
Investors
49
First sale
Dec 10, 2020
Minimum investment
$5,000
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
Loren Greaves; G.T. Barden; John Dziminski
Latest Form D
Dec 15, 2023

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 Fortress Function, LLC

What is the minimum investment for Fortress Function, LLC?

According to its latest Form D, filed Dec 15, 2023, the minimum investment Fortress Function, LLC accepts from an outside investor is $5,000.

Who can invest in Fortress Function, LLC?

Fortress Function, 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 Fortress Function, LLC raised?

Fortress Function, LLC reports $15,646,848 sold from 49 investors on its Form D filed Dec 15, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Fortress Function, LLC based?

Fortress Function, LLC is based in Dallas, Texas.

When did Fortress Function, LLC launch?

Fortress Function, LLC reports its first sale in Dec 2020.

Size compared with every private investment fund

Raised more than 59% of the 877 private investment funds based in Texas, and more than 47% of all 10,212 that report sales.

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