Strategic US Equity Trust is a private investment fund based in Arlington, Virginia. According to its most recent Form D, filed Mar 2, 2026, it has sold $2,017,940,355 of interests to 35 investors since its first sale in Oct 1994. The minimum investment it accepts from an outside investor is $20,000. 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. Related persons named in the filing include Nicole Kraus; Dierk Flemming.
- Total raised
- $2,017,940,355Cumulative sales reported on Form D
- Investors
- 35
- First sale
- Oct 3, 1994
- Minimum investment
- $20,000
- 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
- Nicole Kraus; Dierk Flemming
- Latest Form D
- Mar 2, 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 Strategic US Equity Trust
What is the minimum investment for Strategic US Equity Trust?
According to its latest Form D, filed Mar 2, 2026, the minimum investment Strategic US Equity Trust accepts from an outside investor is $20,000.
Who can invest in Strategic US Equity Trust?
Strategic US Equity Trust 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 Strategic US Equity Trust raised?
Strategic US Equity Trust reports $2,017,940,355 sold from 35 investors on its Form D filed Mar 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Strategic US Equity Trust based?
Strategic US Equity Trust is based in Arlington, Virginia.
When did Strategic US Equity Trust launch?
Strategic US Equity Trust reports its first sale in Oct 1994.
Size compared with every private investment fund
Raised more than 99% of the 128 private investment funds based in Virginia, and more than 96% of all 10,287 that report sales.
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