AltMountain

RhumbLine TIPS Trust

Boston, MA · CIK 1776336
Status: no Form D since May 2019. 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.

RhumbLine TIPS Trust is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed May 10, 2019, it has sold $9,000,000 of interests to 1 investor since its first sale in Apr 2019. 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 Investment Manager RhumbLine Advisers Limited Partnership.

Total raised
$9,000,000Cumulative sales reported on Form D
Investors
1
First sale
Apr 4, 2019
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
Investment Manager RhumbLine Advisers Limited Partnership
Latest Form D
May 10, 2019

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 RhumbLine TIPS Trust

What is the minimum investment for RhumbLine TIPS Trust?

RhumbLine TIPS Trust's latest Form D, filed May 10, 2019, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in RhumbLine TIPS Trust?

RhumbLine TIPS 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(b), which does not allow general advertising.

How much has RhumbLine TIPS Trust raised?

RhumbLine TIPS Trust reports $9,000,000 sold from 1 investor on its Form D filed May 10, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is RhumbLine TIPS Trust based?

RhumbLine TIPS Trust is based in Boston, Massachusetts.

When did RhumbLine TIPS Trust launch?

RhumbLine TIPS Trust reports its first sale in Apr 2019.

Size compared with every private investment fund

Raised more than 40% of the 540 private investment funds based in Massachusetts, and more than 39% of all 10,212 that report sales.

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