MarshBerry Holdco, Inc.
MarshBerry Holdco, Inc. is a private investment fund based in Woodmere, Ohio. According to its most recent Form D, filed Jan 13, 2022, it has sold $34,514,828 of interests to 21 investors since its first sale in Jan 2022. The filing does not set a minimum investment. 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 John Wepler; Michael Metz; Phillip Trem.
- Total raised
- $34,514,828Cumulative sales reported on Form D
- Investors
- 21
- First sale
- Jan 10, 2022
- Minimum investment
- None set
- 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
- John Wepler; Michael Metz; Phillip Trem
- Latest Form D
- Jan 13, 2022
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 MarshBerry Holdco, Inc.
What is the minimum investment for MarshBerry Holdco, Inc.?
MarshBerry Holdco, Inc.'s latest Form D, filed Jan 13, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in MarshBerry Holdco, Inc.?
MarshBerry Holdco, Inc. 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 MarshBerry Holdco, Inc. raised?
MarshBerry Holdco, Inc. reports $34,514,828 sold from 21 investors on its Form D filed Jan 13, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is MarshBerry Holdco, Inc. based?
MarshBerry Holdco, Inc. is based in Woodmere, Ohio.
When did MarshBerry Holdco, Inc. launch?
MarshBerry Holdco, Inc. reports its first sale in Jan 2022.
Size compared with every private investment fund
Raised more than 56% of the 115 private investment funds based in Ohio, and more than 57% of all 10,266 that report sales.