LIS Fund 2018, LLC
LIS Fund 2018, LLC is a private investment fund based in Chicago, Illinois. According to its most recent Form D, filed Jun 21, 2018, it has sold $18,350,000 of interests to 8 investors since its first sale in Jun 2018. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include CTC Wealth Management, LLC; Melvin Williams; Matthew Abraham.
- Total raised
- $18,350,000Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Jun 7, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- CTC Wealth Management, LLC; Melvin Williams; Matthew Abraham
- Latest Form D
- Jun 21, 2018
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 LIS Fund 2018, LLC
What is the minimum investment for LIS Fund 2018, LLC?
LIS Fund 2018, LLC's latest Form D, filed Jun 21, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in LIS Fund 2018, LLC?
LIS Fund 2018, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has LIS Fund 2018, LLC raised?
LIS Fund 2018, LLC reports $18,350,000 sold from 8 investors on its Form D filed Jun 21, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is LIS Fund 2018, LLC based?
LIS Fund 2018, LLC is based in Chicago, Illinois.
When did LIS Fund 2018, LLC launch?
LIS Fund 2018, LLC reports its first sale in Jun 2018.
Size compared with every private investment fund
Raised more than 47% of the 553 private investment funds based in Illinois, and more than 49% of all 10,266 that report sales.