Sofi Marie JV is an energy fund based in Frisco, Texas. According to its most recent Form D, filed May 18, 2017, it has sold $61,200 of interests to 5 investors since its first sale in Apr 2016. The minimum investment it accepts from an outside investor is $17,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Alfredo Gonzalez.
- Total raised
- $61,200Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Apr 25, 2016
- Minimum investment
- $17,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Alfredo Gonzalez
- Latest Form D
- May 18, 2017
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 Sofi Marie JV
What is the minimum investment for Sofi Marie JV?
According to its latest Form D, filed May 18, 2017, the minimum investment Sofi Marie JV accepts from an outside investor is $17,000.
Who can invest in Sofi Marie JV?
Sofi Marie JV is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Sofi Marie JV raised?
Sofi Marie JV reports $61,200 sold from 5 investors on its Form D filed May 18, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Sofi Marie JV based?
Sofi Marie JV is based in Frisco, Texas.
When did Sofi Marie JV launch?
Sofi Marie JV reports its first sale in Apr 2016.
Size compared with every energy fund
Raised more than 45% of the 350 energy funds based in Texas, and more than 4% of all 334 that report sales.