Morgan Notes Fund III LLC
Morgan Notes Fund III LLC is a private investment fund based in Pittsford, New York. According to its most recent Form D, filed Dec 29, 2017, it has sold $9,021,499 of interests to 65 investors since its first sale in Jan 2016. 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 Michael Tremiti; Shawn Reynolds; Scott Cresswell.
- Total raised
- $9,021,499Cumulative sales reported on Form D
- Investors
- 65
- First sale
- Jan 27, 2016
- 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
- Michael Tremiti; Shawn Reynolds; Scott Cresswell
- Latest Form D
- Dec 29, 2017
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 III LLC
What is the minimum investment for Morgan Notes Fund III LLC?
Morgan Notes Fund III LLC's latest Form D, filed Dec 29, 2017, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Morgan Notes Fund III LLC?
Morgan Notes Fund III 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 III LLC raised?
Morgan Notes Fund III LLC reports $9,021,499 sold from 65 investors on its Form D filed Dec 29, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Morgan Notes Fund III LLC based?
Morgan Notes Fund III LLC is based in Pittsford, New York.
When did Morgan Notes Fund III LLC launch?
Morgan Notes Fund III LLC reports its first sale in Jan 2016.
Size compared with every private investment fund
Raised more than 46% of the 2,823 private investment funds based in New York, and more than 39% of all 10,266 that report sales.