AltMountain

Fractal Wealth, LLC

Santa Monica, CA · CIK 1795488
Status: no Form D since Nov 2019. 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.

Fractal Wealth, LLC is a private investment fund based in Santa Monica, California. According to its most recent Form D, filed Nov 29, 2019, it has sold $400,000 of interests to 4 investors since its first sale in Nov 2019. The minimum investment it accepts from an outside investor is $10,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Carson Cook; John Mattox.

Total raised
$400,000Cumulative sales reported on Form D
Investors
4
First sale
Nov 14, 2019
Minimum investment
$10,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Net asset value range
$5,000,001 - $25,000,000Self-reported
Key people and entities
Carson Cook; John Mattox
Latest Form D
Nov 29, 2019

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 Fractal Wealth, LLC

What is the minimum investment for Fractal Wealth, LLC?

According to its latest Form D, filed Nov 29, 2019, the minimum investment Fractal Wealth, LLC accepts from an outside investor is $10,000.

Who can invest in Fractal Wealth, LLC?

Fractal Wealth, 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 Fractal Wealth, LLC raised?

Fractal Wealth, LLC reports $400,000 sold from 4 investors on its Form D filed Nov 29, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Fractal Wealth, LLC based?

Fractal Wealth, LLC is based in Santa Monica, California.

When did Fractal Wealth, LLC launch?

Fractal Wealth, LLC reports its first sale in Nov 2019.

Size compared with every private investment fund

Raised more than 30% of the 1,719 private investment funds based in California, and more than 7% of all 10,263 that report sales.

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