SVI Holdco LLC is a private investment fund based in Charlotte, North Carolina. According to its most recent Form D, filed Apr 10, 2024, it has sold $11,583,000 of interests to 8 investors since its first sale in Mar 2024. 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 Brian Kohn; William Lunsford.
- Total raised
- $11,583,000Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Mar 4, 2024
- 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
- Brian Kohn; William Lunsford
- Latest Form D
- Apr 10, 2024
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 SVI Holdco LLC
What is the minimum investment for SVI Holdco LLC?
SVI Holdco LLC's latest Form D, filed Apr 10, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in SVI Holdco LLC?
SVI Holdco 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 SVI Holdco LLC raised?
SVI Holdco LLC reports $11,583,000 sold from 8 investors on its Form D filed Apr 10, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is SVI Holdco LLC based?
SVI Holdco LLC is based in Charlotte, North Carolina.
When did SVI Holdco LLC launch?
SVI Holdco LLC reports its first sale in Mar 2024.
Size compared with every private investment fund
Raised more than 54% of the 246 private investment funds based in North Carolina, and more than 43% of all 10,270 that report sales.