Sofi Phoenix J.V. is an energy fund based in Frisco, Texas. According to its most recent Form D, filed Sep 12, 2019, it has sold $3,892,500 of interests since its first sale in Aug 2019. The minimum investment it accepts from an outside investor is $22,500. 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
- $3,892,500Cumulative sales reported on Form D
- Investors
- 0
- First sale
- Aug 20, 2019
- Minimum investment
- $22,500
- 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
- Sep 12, 2019
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 Phoenix J.V.
What is the minimum investment for Sofi Phoenix J.V.?
According to its latest Form D, filed Sep 12, 2019, the minimum investment Sofi Phoenix J.V. accepts from an outside investor is $22,500.
Who can invest in Sofi Phoenix J.V.?
Sofi Phoenix J.V. 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 Phoenix J.V. raised?
Sofi Phoenix J.V. reports $3,892,500 sold on its Form D filed Sep 12, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Sofi Phoenix J.V. based?
Sofi Phoenix J.V. is based in Frisco, Texas.
When did Sofi Phoenix J.V. launch?
Sofi Phoenix J.V. reports its first sale in Aug 2019.
Size compared with every energy fund
Raised more than 79% of the 350 energy funds based in Texas, and more than 61% of all 334 that report sales.