AltMountain

Quest Group Trust II

Lake Oswego, OR · CIK 1757269 · Sponsor: Quest Investment Management, LLC
Status: no Form D since Nov 2018. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Quest Group Trust II is a private investment fund based in Lake Oswego, Oregon. According to its most recent Form D, filed Nov 7, 2018, it has sold $2,190,000 of interests to 4 investors since its first sale in Jan 1988. The minimum investment it accepts from an outside investor is $105,000. 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 Cameron Johnson; U.S. Bank National Association; Kevin Johnson.

Total raised
$2,190,000Cumulative sales reported on Form D
Investors
4
First sale
Jan 13, 1988
Minimum investment
$105,000
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
Cameron Johnson; U.S. Bank National Association; Kevin Johnson
Latest Form D
Nov 7, 2018

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 Quest Group Trust II

What is the minimum investment for Quest Group Trust II?

According to its latest Form D, filed Nov 7, 2018, the minimum investment Quest Group Trust II accepts from an outside investor is $105,000.

Who can invest in Quest Group Trust II?

Quest Group Trust II 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 Quest Group Trust II raised?

Quest Group Trust II reports $2,190,000 sold from 4 investors on its Form D filed Nov 7, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Quest Group Trust II based?

Quest Group Trust II is based in Lake Oswego, Oregon.

When did Quest Group Trust II launch?

Quest Group Trust II reports its first sale in Jan 1988.

Size compared with every private investment fund

Raised more than 55% of the 40 private investment funds based in Oregon, and more than 22% of all 10,287 that report sales.

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