AltMountain

KFG Large-Cap Equal Weight, LLC

Pella, IA · CIK 1559964
Status: no Form D since May 2020. 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.

KFG Large-Cap Equal Weight, LLC is a private investment fund based in Pella, Iowa. According to its most recent Form D, filed May 21, 2020, it has sold $3,394,667 of interests to 19 investors since its first sale in Oct 2012. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Amy Charters; Jake Farver; Ben Farver.

Total raised
$3,394,667Cumulative sales reported on Form D
Investors
19
First sale
Oct 19, 2012
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Amy Charters; Jake Farver; Ben Farver
Latest Form D
May 21, 2020

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 KFG Large-Cap Equal Weight, LLC

What is the minimum investment for KFG Large-Cap Equal Weight, LLC?

KFG Large-Cap Equal Weight, LLC's latest Form D, filed May 21, 2020, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in KFG Large-Cap Equal Weight, LLC?

KFG Large-Cap Equal Weight, 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 KFG Large-Cap Equal Weight, LLC raised?

KFG Large-Cap Equal Weight, LLC reports $3,394,667 sold from 19 investors on its Form D filed May 21, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is KFG Large-Cap Equal Weight, LLC based?

KFG Large-Cap Equal Weight, LLC is based in Pella, Iowa.

When did KFG Large-Cap Equal Weight, LLC launch?

KFG Large-Cap Equal Weight, LLC reports its first sale in Oct 2012.

Size compared with every private investment fund

Raised more than 60% of the 48 private investment funds based in Iowa, and more than 27% of all 10,263 that report sales.

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