RoboStrategy, Inc. is a private investment fund based in San Juan, Puerto Rico. According to its most recent Form D, filed Jul 9, 2026, it has sold $87,934,532 of interests to 31 investors since its first sale in Jun 2026. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Lance Baker; Alex Wei-Yen Yeh; J. Fields.
- Total raised
- $87,934,532Cumulative sales reported on Form D
- Investors
- 31
- First sale
- Jun 11, 2026
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Lance Baker; Alex Wei-Yen Yeh; J. Fields
- Latest Form D
- Jul 9, 2026
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 RoboStrategy, Inc.
What is the minimum investment for RoboStrategy, Inc.?
RoboStrategy, Inc.'s latest Form D, filed Jul 9, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in RoboStrategy, Inc.?
RoboStrategy, Inc. is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has RoboStrategy, Inc. raised?
RoboStrategy, Inc. reports $87,934,532 sold from 31 investors on its Form D filed Jul 9, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is RoboStrategy, Inc. based?
RoboStrategy, Inc. is based in San Juan, Puerto Rico.
When did RoboStrategy, Inc. launch?
RoboStrategy, Inc. reports its first sale in Jun 2026.
Size compared with every private investment fund
Raised more than 94% of the 62 private investment funds based in Puerto Rico, and more than 69% of all 10,212 that report sales.