Sim Energy Funding LLC is a private equity fund based in San Juan, Puerto Rico. According to its most recent Form D, filed Mar 11, 2026, it has sold $698,871 of interests to 2 investors since its first sale in Jul 2022. The minimum investment it accepts from an outside investor is $250,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Michael Schoenfeld; David Weibel.
- Total raised
- $698,871Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Jul 18, 2022
- Minimum investment
- $250,000
- 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
- Michael Schoenfeld; David Weibel
- Latest Form D
- Mar 11, 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 Sim Energy Funding LLC
What is the minimum investment for Sim Energy Funding LLC?
According to its latest Form D, filed Mar 11, 2026, the minimum investment Sim Energy Funding LLC accepts from an outside investor is $250,000.
Who can invest in Sim Energy Funding LLC?
Sim Energy Funding 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(b), which does not allow general advertising.
How much has Sim Energy Funding LLC raised?
Sim Energy Funding LLC reports $698,871 sold from 2 investors on its Form D filed Mar 11, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Sim Energy Funding LLC based?
Sim Energy Funding LLC is based in San Juan, Puerto Rico.
When did Sim Energy Funding LLC launch?
Sim Energy Funding LLC reports its first sale in Jul 2022, 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 22% of the 162 private equity funds based in Puerto Rico, and more than 18% of all 9,142 that report sales.