K2 Principal Trust is a private investment fund based in Toronto, Ontario, Canada. According to its most recent Form D, filed Apr 8, 2019, it has sold $245,107 of interests to 2 investors since its first sale in Apr 2019. The minimum investment it accepts from an outside investor is $18,744. 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 TSX Trust Company; K2 & Associates Investment Mgmt.
- Total raised
- $245,107Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Apr 1, 2019
- Minimum investment
- $18,744
- 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
- TSX Trust Company; K2 & Associates Investment Mgmt
- Latest Form D
- Apr 8, 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 K2 Principal Trust
What is the minimum investment for K2 Principal Trust?
According to its latest Form D, filed Apr 8, 2019, the minimum investment K2 Principal Trust accepts from an outside investor is $18,744.
Who can invest in K2 Principal Trust?
K2 Principal Trust 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 K2 Principal Trust raised?
K2 Principal Trust reports $245,107 sold from 2 investors on its Form D filed Apr 8, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is K2 Principal Trust based?
K2 Principal Trust is based in Toronto, Ontario, Canada.
When did K2 Principal Trust launch?
K2 Principal Trust reports its first sale in Apr 2019.
Size compared with every private investment fund
Raised more than 28% of the 64 private investment funds based in Ontario, Canada, and more than 5% of all 10,266 that report sales.