McCarthy Group, LLC is a private equity fund based in Omaha, Nebraska. According to its most recent Form D, filed May 18, 2015, it has sold $20,786,331 of interests to 12 investors since its first sale in May 2015. The minimum investment it accepts from an outside investor is $338,658. 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 Michael McCarthy; Patrick Duffy; John Gottschalk.
- Total raised
- $20,786,331Cumulative sales reported on Form D
- Investors
- 12
- First sale
- May 1, 2015
- Minimum investment
- $338,658
- 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
- Michael McCarthy; Patrick Duffy; John Gottschalk
- Latest Form D
- May 18, 2015
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 McCarthy Group, LLC
What is the minimum investment for McCarthy Group, LLC?
According to its latest Form D, filed May 18, 2015, the minimum investment McCarthy Group, LLC accepts from an outside investor is $338,658.
Who can invest in McCarthy Group, LLC?
McCarthy Group, 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 McCarthy Group, LLC raised?
McCarthy Group, LLC reports $20,786,331 sold from 12 investors on its Form D filed May 18, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is McCarthy Group, LLC based?
McCarthy Group, LLC is based in Omaha, Nebraska.
When did McCarthy Group, LLC launch?
McCarthy Group, LLC reports its first sale in May 2015.
Size compared with every private equity fund
Raised more than 78% of the 9 private equity funds based in Nebraska, and more than 52% of all 8,864 that report sales.