Summit Growth Fund, LLC is a private investment fund based in Austin, Texas. According to its most recent Form D, filed Aug 23, 2019, it has sold $100,000 of interests to 1 investor since its first sale in Jul 2019. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeff Ballard.
- Total raised
- $100,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Jul 26, 2019
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jeff Ballard
- Latest Form D
- Aug 23, 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 Summit Growth Fund, LLC
What is the minimum investment for Summit Growth Fund, LLC?
According to its latest Form D, filed Aug 23, 2019, the minimum investment Summit Growth Fund, LLC accepts from an outside investor is $100,000.
Who can invest in Summit Growth Fund, LLC?
Summit Growth Fund, LLC 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 Summit Growth Fund, LLC raised?
Summit Growth Fund, LLC reports $100,000 sold from 1 investor on its Form D filed Aug 23, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Summit Growth Fund, LLC based?
Summit Growth Fund, LLC is based in Austin, Texas.
When did Summit Growth Fund, LLC launch?
Summit Growth Fund, LLC reports its first sale in Jul 2019.
Size compared with every private investment fund
Raised more than 20% of the 879 private investment funds based in Texas, and more than 2% of all 10,287 that report sales.