International Plan Solutions, LLC
International Plan Solutions, LLC is a private investment fund based in Omaha, Nebraska. According to its most recent Form D, filed Jun 25, 2012, it has sold $11,400,000 of interests to 7 investors since its first sale in Jun 2012. The filing does not set a minimum investment. 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 Lewis Trowbridge; James Messina; Scott Beacham.
- Total raised
- $11,400,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Jun 12, 2012
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Lewis Trowbridge; James Messina; Scott Beacham
- Latest Form D
- Jun 25, 2012
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 International Plan Solutions, LLC
What is the minimum investment for International Plan Solutions, LLC?
International Plan Solutions, LLC's latest Form D, filed Jun 25, 2012, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in International Plan Solutions, LLC?
International Plan Solutions, LLC 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 International Plan Solutions, LLC raised?
International Plan Solutions, LLC reports $11,400,000 sold from 7 investors on its Form D filed Jun 25, 2012. This is cumulative sales since the offering began, not current assets or performance.
Where is International Plan Solutions, LLC based?
International Plan Solutions, LLC is based in Omaha, Nebraska.
When did International Plan Solutions, LLC launch?
International Plan Solutions, LLC reports its first sale in Jun 2012.
Size compared with every private investment fund
Raised more than 87% of the 15 private investment funds based in Nebraska, and more than 43% of all 10,287 that report sales.