AltMountain

Jax Fund, LLC

Penn Valley, PA · CIK 1773870
Status: no Form D since Apr 2019. 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.

Jax Fund, LLC is a private investment fund based in Penn Valley, Pennsylvania. According to its most recent Form D, filed Apr 23, 2019, it has sold $201,000 of interests to 1 investor since its first sale in Apr 2019. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jacalyn Kerbeck.

Total raised
$201,000Cumulative sales reported on Form D
Investors
1
First sale
Apr 10, 2019
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jacalyn Kerbeck
Latest Form D
Apr 23, 2019

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 Jax Fund, LLC

What is the minimum investment for Jax Fund, LLC?

According to its latest Form D, filed Apr 23, 2019, the minimum investment Jax Fund, LLC accepts from an outside investor is $50,000.

Who can invest in Jax Fund, LLC?

Jax Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Jax Fund, LLC raised?

Jax Fund, LLC reports $201,000 sold from 1 investor on its Form D filed Apr 23, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Jax Fund, LLC based?

Jax Fund, LLC is based in Penn Valley, Pennsylvania.

When did Jax Fund, LLC launch?

Jax Fund, LLC reports its first sale in Apr 2019.

Size compared with every private investment fund

Raised more than 10% of the 290 private investment funds based in Pennsylvania, and more than 4% of all 10,266 that report sales.

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