Rooted Fund, LLC is a private investment fund based in Oakland, California. According to its most recent Form D, filed Jun 8, 2026, it has sold $8,125,000 of interests to 30 investors since its first sale in May 2024. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Preston Price; Jessica Norwood; RUNWAY Investment Advisory, LLC.
- Total raised
- $8,125,000Cumulative sales reported on Form D
- Investors
- 30
- First sale
- May 24, 2024
- Minimum investment
- $25,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Preston Price; Jessica Norwood; RUNWAY Investment Advisory, LLC
- Latest Form D
- Jun 8, 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 Rooted Fund, LLC
What is the minimum investment for Rooted Fund, LLC?
According to its latest Form D, filed Jun 8, 2026, the minimum investment Rooted Fund, LLC accepts from an outside investor is $25,000.
Who can invest in Rooted Fund, LLC?
Rooted Fund, LLC 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Rooted Fund, LLC raised?
Rooted Fund, LLC reports $8,125,000 sold from 30 investors on its Form D filed Jun 8, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Rooted Fund, LLC based?
Rooted Fund, LLC is based in Oakland, California.
When did Rooted Fund, LLC launch?
Rooted Fund, LLC reports its first sale in May 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 57% of the 1,758 private investment funds based in California, and more than 38% of all 10,425 that report sales.