AltMountain

Lumerity 365, LLC

Greenwich, CT · CIK 1808563 · Sponsor: Lumerity Capital, LLC
Status: no Form D since Apr 2021. 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.

Lumerity 365, LLC is a private investment fund based in Greenwich, Connecticut. According to its most recent Form D, filed Apr 7, 2021, it has sold $2,882,500 of interests to 1 investor since its first sale in Aug 2019. The minimum investment it accepts from an outside investor is $1,000,000. 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 Lumerity Capital, LLC; Matthew Kim.

Total raised
$2,882,500Cumulative sales reported on Form D
Investors
1
First sale
Aug 2, 2019
Minimum investment
$1,000,000
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
Lumerity Capital, LLC; Matthew Kim
Latest Form D
Apr 7, 2021

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 Lumerity 365, LLC

What is the minimum investment for Lumerity 365, LLC?

According to its latest Form D, filed Apr 7, 2021, the minimum investment Lumerity 365, LLC accepts from an outside investor is $1,000,000.

Who can invest in Lumerity 365, LLC?

Lumerity 365, 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 Lumerity 365, LLC raised?

Lumerity 365, LLC reports $2,882,500 sold from 1 investor on its Form D filed Apr 7, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is Lumerity 365, LLC based?

Lumerity 365, LLC is based in Greenwich, Connecticut.

When did Lumerity 365, LLC launch?

Lumerity 365, LLC reports its first sale in Aug 2019.

Size compared with every private investment fund

Raised more than 30% of the 307 private investment funds based in Connecticut, and more than 25% of all 10,255 that report sales.

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