Ledger Asset Management LLC is a private investment fund based in New York, New York. According to its most recent Form D, filed Feb 13, 2019, it has sold $7,806,000 of interests to 7 investors since its first sale in Nov 2018. The minimum investment it accepts from an outside investor is $50,000. 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. Related persons named in the filing include Grant Fisher; William Flatley.
- Total raised
- $7,806,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Nov 15, 2018
- Minimum investment
- $50,000
- 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
- Grant Fisher; William Flatley
- Latest Form D
- Feb 13, 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 Ledger Asset Management LLC
What is the minimum investment for Ledger Asset Management LLC?
According to its latest Form D, filed Feb 13, 2019, the minimum investment Ledger Asset Management LLC accepts from an outside investor is $50,000.
Who can invest in Ledger Asset Management LLC?
Ledger Asset Management 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 Ledger Asset Management LLC raised?
Ledger Asset Management LLC reports $7,806,000 sold from 7 investors on its Form D filed Feb 13, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Ledger Asset Management LLC based?
Ledger Asset Management LLC is based in New York, New York.
When did Ledger Asset Management LLC launch?
Ledger Asset Management LLC reports its first sale in Nov 2018.
Size compared with every private investment fund
Raised more than 45% of the 2,847 private investment funds based in New York, and more than 38% of all 10,333 that report sales.