Quest Group Trust III
Quest Group Trust III is a private investment fund based in Lake Oswego, Oregon. According to its most recent Form D, filed Nov 7, 2018, it has sold $5,055,000 of interests to 5 investors since its first sale in Aug 1989. 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 U.S. Bank National Association; Quest Investment Management, LLC; Cameron Johnson.
- Total raised
- $5,055,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Aug 1, 1989
- 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
- U.S. Bank National Association; Quest Investment Management, LLC; Cameron 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 III
What is the minimum investment for Quest Group Trust III?
According to its latest Form D, filed Nov 7, 2018, the minimum investment Quest Group Trust III accepts from an outside investor is $105,000.
Who can invest in Quest Group Trust III?
Quest Group Trust III 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 III raised?
Quest Group Trust III reports $5,055,000 sold from 5 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 III based?
Quest Group Trust III is based in Lake Oswego, Oregon.
When did Quest Group Trust III launch?
Quest Group Trust III reports its first sale in Aug 1989.
Size compared with every private investment fund
Raised more than 64% of the 39 private investment funds based in Oregon, and more than 32% of all 10,270 that report sales.