Montecito Two Rivers Fund, LLC is a private investment fund based in Nashville, Tennessee. According to its most recent Form D, filed May 5, 2021, it has sold $23,765,000 of interests to 29 investors since its first sale in Apr 2021. The minimum investment it accepts from an outside investor is $30,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Brian Maas; Joellyn Shannon; Chris Conk.
- Total raised
- $23,765,000Cumulative sales reported on Form D
- Investors
- 29
- First sale
- Apr 20, 2021
- Minimum investment
- $30,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Brian Maas; Joellyn Shannon; Chris Conk
- Latest Form D
- May 5, 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 Montecito Two Rivers Fund, LLC
What is the minimum investment for Montecito Two Rivers Fund, LLC?
According to its latest Form D, filed May 5, 2021, the minimum investment Montecito Two Rivers Fund, LLC accepts from an outside investor is $30,000.
Who can invest in Montecito Two Rivers Fund, LLC?
Montecito Two Rivers Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Montecito Two Rivers Fund, LLC raised?
Montecito Two Rivers Fund, LLC reports $23,765,000 sold from 29 investors on its Form D filed May 5, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Montecito Two Rivers Fund, LLC based?
Montecito Two Rivers Fund, LLC is based in Nashville, Tennessee.
When did Montecito Two Rivers Fund, LLC launch?
Montecito Two Rivers Fund, LLC reports its first sale in Apr 2021.
Size compared with every private investment fund
Raised more than 68% of the 90 private investment funds based in Tennessee, and more than 53% of all 10,287 that report sales.