AltMountain

Large Cap Value Trust

New York, NY · CIK 1374293
Status: no Form D since Feb 2011. 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.

Large Cap Value Trust is a private investment fund based in New York. According to its most recent Form D, filed Feb 23, 2011, it has sold $9,149,677 of interests to 6 investors since its first sale in Jun 1995. The minimum investment it accepts from an outside investor is $1,000,000. Related persons named in the filing include Barbara Claussen; Marna Whittington; Geoffrey Mullen.

Total raised
$9,149,677Cumulative sales reported on Form D
Investors
6
First sale
Jun 1, 1995
Minimum investment
$1,000,000
Who can invest
Not stated
Offering exemption
Other exemption
Net asset value range
$1 - $5,000,000Self-reported
Key people and entities
Barbara Claussen; Marna Whittington; Geoffrey Mullen
Latest Form D
Feb 23, 2011

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 Large Cap Value Trust

What is the minimum investment for Large Cap Value Trust?

According to its latest Form D, filed Feb 23, 2011, the minimum investment Large Cap Value Trust accepts from an outside investor is $1,000,000.

Who can invest in Large Cap Value Trust?

Large Cap Value Trust is generally open only to investors who meet the eligibility rules in its offering documents.

How much has Large Cap Value Trust raised?

Large Cap Value Trust reports $9,149,677 sold from 6 investors on its Form D filed Feb 23, 2011. This is cumulative sales since the offering began, not current assets or performance.

Where is Large Cap Value Trust based?

Large Cap Value Trust is based in New York.

When did Large Cap Value Trust launch?

Large Cap Value Trust reports its first sale in Jun 1995.

Size compared with every private investment fund

Raised more than 46% of the 2,809 private investment funds based in , and more than 39% of all 10,212 that report sales.

More private investment funds in New York

Similar-size private investment funds in

All private investment funds in