AltMountain

Highland Equity Fund

Woburn, MA · CIK 1650771
Status: no Form D since Apr 2021. 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.

Highland Equity Fund is a private investment fund based in Woburn, Massachusetts. Its most recent Form D, filed Apr 8, 2021, reports no sales yet. The minimum investment it accepts from an outside investor is $1,000,000. 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 Global Trust Company.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
Aug 14, 2015
Minimum investment
$1,000,000
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
Global Trust Company
Latest Form D
Apr 8, 2021

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 Highland Equity Fund

What is the minimum investment for Highland Equity Fund?

According to its latest Form D, filed Apr 8, 2021, the minimum investment Highland Equity Fund accepts from an outside investor is $1,000,000.

Who can invest in Highland Equity Fund?

Highland Equity Fund 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 Highland Equity Fund raised?

Highland Equity Fund's latest Form D, filed Apr 8, 2021, reports no sales yet.

Where is Highland Equity Fund based?

Highland Equity Fund is based in Woburn, Massachusetts.

When did Highland Equity Fund launch?

Highland Equity Fund reports its first sale in Aug 2015.

Size compared with every private investment fund

This fund hasn't reported any sales yet.

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