Lanier Four Charters Fund, LLC is a private investment fund based in Louisville, Kentucky. According to its most recent Form D, filed Sep 11, 2026, it has sold $7,050,000 of interests to 39 investors since its first sale in Oct 2021. The minimum investment it accepts from an outside investor is $100,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Mark Hoffman.
- Total raised
- $7,050,000Cumulative sales reported on Form D
- Investors
- 39
- First sale
- Oct 8, 2021
- Minimum investment
- $100,000
- 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
- Mark Hoffman
- Latest Form D
- Sep 11, 2026
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 Lanier Four Charters Fund, LLC
What is the minimum investment for Lanier Four Charters Fund, LLC?
According to its latest Form D, filed Sep 11, 2026, the minimum investment Lanier Four Charters Fund, LLC accepts from an outside investor is $100,000.
Who can invest in Lanier Four Charters Fund, LLC?
Lanier Four Charters Fund, 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). It uses Rule 506(b), which does not allow general advertising.
How much has Lanier Four Charters Fund, LLC raised?
Lanier Four Charters Fund, LLC reports $7,050,000 sold from 39 investors on its Form D filed Sep 11, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Lanier Four Charters Fund, LLC based?
Lanier Four Charters Fund, LLC is based in Louisville, Kentucky.
When did Lanier Four Charters Fund, LLC launch?
Lanier Four Charters Fund, LLC reports its first sale in Oct 2021, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 39% of the 33 private investment funds based in Kentucky, and more than 37% of all 10,333 that report sales.