Phoenix Fund LLC is a private equity fund based in Guaynabo, Puerto Rico. According to its most recent Form D, filed Jun 13, 2022, it has sold $121,306,000 of interests to 31 investors since its first sale in Sep 2018. The minimum investment it accepts from an outside investor is $500,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Edgar Rivera.
- Total raised
- $121,306,000Cumulative sales reported on Form D
- Investors
- 31
- First sale
- Sep 25, 2018
- Minimum investment
- $500,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Edgar Rivera
- Latest Form D
- Jun 13, 2022
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 Phoenix Fund LLC
What is the minimum investment for Phoenix Fund LLC?
According to its latest Form D, filed Jun 13, 2022, the minimum investment Phoenix Fund LLC accepts from an outside investor is $500,000.
Who can invest in Phoenix Fund LLC?
Phoenix Fund LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Phoenix Fund LLC raised?
Phoenix Fund LLC reports $121,306,000 sold from 31 investors on its Form D filed Jun 13, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Phoenix Fund LLC based?
Phoenix Fund LLC is based in Guaynabo, Puerto Rico.
When did Phoenix Fund LLC launch?
Phoenix Fund LLC reports its first sale in Sep 2018.
Size compared with every private equity fund
Raised more than 98% of the 162 private equity funds based in Puerto Rico, and more than 75% of all 8,889 that report sales.