Pentegra Retirement Trust is a private investment fund based in White Plains, New York. Its most recent Form D, filed Feb 24, 2014, reports no sales yet. 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(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include D. Russell Taylor; Richard Rausser; John Pinto.
- Total raised
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- D. Russell Taylor; Richard Rausser; John Pinto
- Latest Form D
- Feb 24, 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 Pentegra Retirement Trust
What is the minimum investment for Pentegra Retirement Trust?
Pentegra Retirement Trust's latest Form D, filed Feb 24, 2014, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Pentegra Retirement Trust?
Pentegra Retirement Trust 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Pentegra Retirement Trust raised?
Pentegra Retirement Trust's latest Form D, filed Feb 24, 2014, reports no sales yet.
Where is Pentegra Retirement Trust based?
Pentegra Retirement Trust is based in White Plains, New York.
Size compared with every private investment fund
This fund hasn't reported any sales yet.