Meristem Dynamic Allocation Fund A, LLC
Meristem Dynamic Allocation Fund A, LLC is a private investment fund based in Minnetonka, Minnesota. According to its most recent Form D, filed Aug 5, 2014, it has sold $15,079,500 of interests to 78 investors since its first sale in Oct 2010. 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 Jocelyn Henkensiefken; Meristem, LLP.
- Total raised
- $15,079,500Cumulative sales reported on Form D
- Investors
- 78
- First sale
- Oct 1, 2010
- 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
- Jocelyn Henkensiefken; Meristem, LLP
- Latest Form D
- Aug 5, 2014
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 Meristem Dynamic Allocation Fund A, LLC
What is the minimum investment for Meristem Dynamic Allocation Fund A, LLC?
Meristem Dynamic Allocation Fund A, LLC's latest Form D, filed Aug 5, 2014, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Meristem Dynamic Allocation Fund A, LLC?
Meristem Dynamic Allocation Fund A, 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 Meristem Dynamic Allocation Fund A, LLC raised?
Meristem Dynamic Allocation Fund A, LLC reports $15,079,500 sold from 78 investors on its Form D filed Aug 5, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Meristem Dynamic Allocation Fund A, LLC based?
Meristem Dynamic Allocation Fund A, LLC is based in Minnetonka, Minnesota.
When did Meristem Dynamic Allocation Fund A, LLC launch?
Meristem Dynamic Allocation Fund A, LLC reports its first sale in Oct 2010.
Size compared with every private investment fund
Raised more than 45% of the 71 private investment funds based in Minnesota, and more than 47% of all 10,333 that report sales.