Strategy Capital LLC
Strategy Capital LLC is a private investment fund based in Los Altos Hills, California. According to its most recent Form D, filed Dec 3, 2013, it has sold $70,000 of interests to 2 investors since its first sale in Mar 2013. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Dr. Hamilton Helmer; John Rutherford.
- Total raised
- $70,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Mar 1, 2013
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Dr. Hamilton Helmer; John Rutherford
- Latest Form D
- Dec 3, 2013
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 Strategy Capital LLC
What is the minimum investment for Strategy Capital LLC?
Strategy Capital LLC's latest Form D, filed Dec 3, 2013, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Strategy Capital LLC?
Strategy Capital LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Strategy Capital LLC raised?
Strategy Capital LLC reports $70,000 sold from 2 investors on its Form D filed Dec 3, 2013. This is cumulative sales since the offering began, not current assets or performance.
Where is Strategy Capital LLC based?
Strategy Capital LLC is based in Los Altos Hills, California.
When did Strategy Capital LLC launch?
Strategy Capital LLC reports its first sale in Mar 2013.
Size compared with every private investment fund
Raised more than 27% of the 1,711 private investment funds based in California, and more than 1% of all 10,248 that report sales.