AltMountain

IDX Risk-Managed Bitcoin Trust

Phoenix, AZ · CIK 1867950 · Sponsor: IDX Digital Assets, LLC
506(c)
Status: no Form D since Jul 2022. 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.

IDX Risk-Managed Bitcoin Trust is a private investment fund based in Phoenix, Arizona. According to its most recent Form D, filed Jul 8, 2022, it has sold $6,159,024 of interests to 74 investors since its first sale in Jun 2021. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include IDX Digital Assets, LLC; Andrew Swan; Benjamin McMillan.

Total raised
$6,159,024Cumulative sales reported on Form D
Investors
74
First sale
Jun 30, 2021
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
IDX Digital Assets, LLC; Andrew Swan; Benjamin McMillan
Latest Form D
Jul 8, 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 IDX Risk-Managed Bitcoin Trust

What is the minimum investment for IDX Risk-Managed Bitcoin Trust?

According to its latest Form D, filed Jul 8, 2022, the minimum investment IDX Risk-Managed Bitcoin Trust accepts from an outside investor is $50,000.

Who can invest in IDX Risk-Managed Bitcoin Trust?

IDX Risk-Managed Bitcoin Trust is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has IDX Risk-Managed Bitcoin Trust raised?

IDX Risk-Managed Bitcoin Trust reports $6,159,024 sold from 74 investors on its Form D filed Jul 8, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is IDX Risk-Managed Bitcoin Trust based?

IDX Risk-Managed Bitcoin Trust is based in Phoenix, Arizona.

When did IDX Risk-Managed Bitcoin Trust launch?

IDX Risk-Managed Bitcoin Trust reports its first sale in Jun 2021.

Size compared with every private investment fund

Raised more than 57% of the 74 private investment funds based in Arizona, and more than 35% of all 10,266 that report sales.

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