Morgan Notes Fund II LLC
Morgan Notes Fund II LLC is a private investment fund based in Pittsford, New York. According to its most recent Form D, filed Feb 13, 2015, it has sold $685,000 of interests to 5 investors since its first sale in Jan 2015. 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 Kevin Morgan; Timothy Florczak; Robert Morgan.
- Total raised
- $685,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Jan 29, 2015
- 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
- Kevin Morgan; Timothy Florczak; Robert Morgan
- Latest Form D
- Feb 13, 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 Morgan Notes Fund II LLC
What is the minimum investment for Morgan Notes Fund II LLC?
Morgan Notes Fund II LLC's latest Form D, filed Feb 13, 2015, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Morgan Notes Fund II LLC?
Morgan Notes Fund II 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 Morgan Notes Fund II LLC raised?
Morgan Notes Fund II LLC reports $685,000 sold from 5 investors on its Form D filed Feb 13, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Morgan Notes Fund II LLC based?
Morgan Notes Fund II LLC is based in Pittsford, New York.
When did Morgan Notes Fund II LLC launch?
Morgan Notes Fund II LLC reports its first sale in Jan 2015.
Size compared with every private investment fund
Raised more than 27% of the 2,840 private investment funds based in New York, and more than 11% of all 10,311 that report sales.