Intervale/TRF Investor LLC
Intervale/TRF Investor LLC is a private equity fund based in Cambridge, Massachusetts. According to its most recent Form D, filed Dec 23, 2014, it has sold $40,000,000 of interests to 9 investors since its first sale in Dec 2014. 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 Charles Cherington; Erich Horsley.
- Total raised
- $40,000,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Dec 15, 2014
- 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
- Charles Cherington; Erich Horsley
- Latest Form D
- Dec 23, 2014
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 Intervale/TRF Investor LLC
What is the minimum investment for Intervale/TRF Investor LLC?
Intervale/TRF Investor LLC's latest Form D, filed Dec 23, 2014, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Intervale/TRF Investor LLC?
Intervale/TRF Investor 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 Intervale/TRF Investor LLC raised?
Intervale/TRF Investor LLC reports $40,000,000 sold from 9 investors on its Form D filed Dec 23, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Intervale/TRF Investor LLC based?
Intervale/TRF Investor LLC is based in Cambridge, Massachusetts.
When did Intervale/TRF Investor LLC launch?
Intervale/TRF Investor LLC reports its first sale in Dec 2014.
Size compared with every private equity fund
Raised more than 62% of the 460 private equity funds based in Massachusetts, and more than 60% of all 8,950 that report sales.