Fuller Endowment Fund, Ltd. is a private investment fund based in Pasadena, California. According to its most recent Form D, filed Oct 12, 2022, it has sold $8,720,000 of interests to 3 investors since its first sale in Nov 2017. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Daniel Cooper; Brian Rietze.
- Total raised
- $8,720,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Nov 1, 2017
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Net asset value range
- $25,000,001 - $50,000,000Self-reported
- Key people and entities
- Daniel Cooper; Brian Rietze
- Latest Form D
- Oct 12, 2022
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 Fuller Endowment Fund, Ltd.
What is the minimum investment for Fuller Endowment Fund, Ltd.?
According to its latest Form D, filed Oct 12, 2022, the minimum investment Fuller Endowment Fund, Ltd. accepts from an outside investor is $250,000.
Who can invest in Fuller Endowment Fund, Ltd.?
Fuller Endowment Fund, Ltd. 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).
How much has Fuller Endowment Fund, Ltd. raised?
Fuller Endowment Fund, Ltd. reports $8,720,000 sold from 3 investors on its Form D filed Oct 12, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Fuller Endowment Fund, Ltd. based?
Fuller Endowment Fund, Ltd. is based in Pasadena, California.
When did Fuller Endowment Fund, Ltd. launch?
Fuller Endowment Fund, Ltd. reports its first sale in Nov 2017.
Size compared with every private investment fund
Raised more than 58% of the 1,719 private investment funds based in California, and more than 39% of all 10,266 that report sales.