LifeNotes Statutory Trust - LifeNotes Fund I is a private investment fund based in Cincinnati, Ohio. Its most recent Form D, filed Jun 26, 2023, reports no sales yet. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Phillip Westhoff; James Van Arsdale; James Rogers.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Net asset value range
- Over $100,000,000Self-reported
- Key people and entities
- Phillip Westhoff; James Van Arsdale; James Rogers
- Latest Form D
- Jun 26, 2023
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 LifeNotes Statutory Trust - LifeNotes Fund I
What is the minimum investment for LifeNotes Statutory Trust - LifeNotes Fund I?
According to its latest Form D, filed Jun 26, 2023, the minimum investment LifeNotes Statutory Trust - LifeNotes Fund I accepts from an outside investor is $100,000.
Who can invest in LifeNotes Statutory Trust - LifeNotes Fund I?
LifeNotes Statutory Trust - LifeNotes Fund I is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has LifeNotes Statutory Trust - LifeNotes Fund I raised?
LifeNotes Statutory Trust - LifeNotes Fund I's latest Form D, filed Jun 26, 2023, reports no sales yet.
Where is LifeNotes Statutory Trust - LifeNotes Fund I based?
LifeNotes Statutory Trust - LifeNotes Fund I is based in Cincinnati, Ohio.
Size compared with every private investment fund
This fund hasn't reported any sales yet.