Specialty Loans, LP
Specialty Loans, LP is a private investment fund based in Anaheim Hills, California. According to its most recent Form D, filed Dec 22, 2015, it has sold $7,919,128 of interests to 3 investors since its first sale in Sep 2010. The minimum investment it accepts from an outside investor is $20,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Tellone Financial Services, Inc; Tellone Management Group, Inc; Dean Tellone.
- Total raised
- $7,919,128Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Sep 1, 2010
- Minimum investment
- $20,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $5,000,001 - $25,000,000Self-reported
- Key people and entities
- Tellone Financial Services, Inc; Tellone Management Group, Inc; Dean Tellone
- Latest Form D
- Dec 22, 2015
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 Specialty Loans, LP
What is the minimum investment for Specialty Loans, LP?
According to its latest Form D, filed Dec 22, 2015, the minimum investment Specialty Loans, LP accepts from an outside investor is $20,000.
Who can invest in Specialty Loans, LP?
Specialty Loans, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Specialty Loans, LP raised?
Specialty Loans, LP reports $7,919,128 sold from 3 investors on its Form D filed Dec 22, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Specialty Loans, LP based?
Specialty Loans, LP is based in Anaheim Hills, California.
When did Specialty Loans, LP launch?
Specialty Loans, LP reports its first sale in Sep 2010.
Size compared with every private investment fund
Raised more than 57% of the 1,719 private investment funds based in California, and more than 38% of all 10,266 that report sales.