Fortress Packard, LLC is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Aug 18, 2023, it has sold $3,275,000 of interests to 18 investors since its first sale in Aug 2016. The filing does not set a minimum investment. 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 John Dziminski; Sinead Soesbe; Loren Greaves.
- Total raised
- $3,275,000Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Aug 15, 2016
- Minimum investment
- None set
- 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
- John Dziminski; Sinead Soesbe; Loren Greaves
- Latest Form D
- Aug 18, 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 Packard, LLC
What is the minimum investment for Fortress Packard, LLC?
Fortress Packard, LLC's latest Form D, filed Aug 18, 2023, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Fortress Packard, LLC?
Fortress Packard, 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 Packard, LLC raised?
Fortress Packard, LLC reports $3,275,000 sold from 18 investors on its Form D filed Aug 18, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Fortress Packard, LLC based?
Fortress Packard, LLC is based in Dallas, Texas.
When did Fortress Packard, LLC launch?
Fortress Packard, LLC reports its first sale in Aug 2016.
Size compared with every private investment fund
Raised more than 43% of the 879 private investment funds based in Texas, and more than 27% of all 10,333 that report sales.