Guggenheim Core Plus Fund, LLC
Guggenheim Core Plus Fund, LLC is a private investment fund based in Santa Monica, California. According to its most recent Form D, filed Jan 10, 2023, it has sold $96,425,000 of interests to 5 investors since its first sale in Mar 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Anne Walsh; Steven Brown; Adam Bloch.
- Total raised
- $96,425,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Mar 7, 2016
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Anne Walsh; Steven Brown; Adam Bloch
- Latest Form D
- Jan 10, 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 Guggenheim Core Plus Fund, LLC
What is the minimum investment for Guggenheim Core Plus Fund, LLC?
Guggenheim Core Plus Fund, LLC's latest Form D, filed Jan 10, 2023, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Guggenheim Core Plus Fund, LLC?
Guggenheim Core Plus Fund, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Guggenheim Core Plus Fund, LLC raised?
Guggenheim Core Plus Fund, LLC reports $96,425,000 sold from 5 investors on its Form D filed Jan 10, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Guggenheim Core Plus Fund, LLC based?
Guggenheim Core Plus Fund, LLC is based in Santa Monica, California.
When did Guggenheim Core Plus Fund, LLC launch?
Guggenheim Core Plus Fund, LLC reports its first sale in Mar 2016.
Size compared with every private investment fund
Raised more than 81% of the 1,719 private investment funds based in California, and more than 71% of all 10,333 that report sales.