Securitize AAA CLO Tokenized Fund, Ltd.
Securitize AAA CLO Tokenized Fund, Ltd. is a private equity fund based in Miami, Florida. According to its most recent Form D, filed Nov 5, 2025, it has sold $5,000,000 of interests to 1 investor since its first sale in Oct 2025. 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(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 Jose Flores.
- Total raised
- $5,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Oct 29, 2025
- Minimum investment
- None set
- 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
- Jose Flores
- Latest Form D
- Nov 5, 2025
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 Securitize AAA CLO Tokenized Fund, Ltd.
What is the minimum investment for Securitize AAA CLO Tokenized Fund, Ltd.?
Securitize AAA CLO Tokenized Fund, Ltd.'s latest Form D, filed Nov 5, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Securitize AAA CLO Tokenized Fund, Ltd.?
Securitize AAA CLO Tokenized Fund, Ltd. 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 Securitize AAA CLO Tokenized Fund, Ltd. raised?
Securitize AAA CLO Tokenized Fund, Ltd. reports $5,000,000 sold from 1 investor on its Form D filed Nov 5, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Securitize AAA CLO Tokenized Fund, Ltd. based?
Securitize AAA CLO Tokenized Fund, Ltd. is based in Miami, Florida and is managed by Securitize Capital LLC.
When did Securitize AAA CLO Tokenized Fund, Ltd. launch?
Securitize AAA CLO Tokenized Fund, Ltd. reports its first sale in Oct 2025, 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 equity fund
Raised more than 67% of the 818 private equity funds based in Florida, and more than 34% of all 9,142 that report sales.