FundVantage Trust
FundVantage Trust is a private investment fund based in Wilmington, Delaware. According to its most recent Form D, filed Oct 7, 2024, it has sold $6,000,000 of interests to 6 investors since its first sale in Sep 2023. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Christine Catanzaro; Stephen Wynne; Nancy Wolcott.
- Total raised
- $6,000,000Cumulative sales reported on Form D
- Investors
- 6
- First sale
- Sep 29, 2023
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Christine Catanzaro; Stephen Wynne; Nancy Wolcott
- Latest Form D
- Oct 7, 2024
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 FundVantage Trust
What is the minimum investment for FundVantage Trust?
According to its latest Form D, filed Oct 7, 2024, the minimum investment FundVantage Trust accepts from an outside investor is $100,000.
Who can invest in FundVantage Trust?
FundVantage Trust 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 FundVantage Trust raised?
FundVantage Trust reports $6,000,000 sold from 6 investors on its Form D filed Oct 7, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is FundVantage Trust based?
FundVantage Trust is based in Wilmington, Delaware.
When did FundVantage Trust launch?
FundVantage Trust reports its first sale in Sep 2023.
Size compared with every private investment fund
Raised more than 63% of the 443 private investment funds based in Delaware, and more than 34% of all 10,255 that report sales.