TFS Collateralized Fund IX LLC is a private investment fund based in Boise, Idaho. According to its most recent Form D, filed Apr 2, 2025, it has sold $2,479,473 of interests to 17 investors since its first sale in Apr 2025. The minimum investment it accepts from an outside investor is $40,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Joan Barrett; John Barrett; Robert Barrett.
- Total raised
- $2,479,473Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Apr 2, 2025
- Minimum investment
- $40,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Joan Barrett; John Barrett; Robert Barrett
- Latest Form D
- Apr 2, 2025
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 TFS Collateralized Fund IX LLC
What is the minimum investment for TFS Collateralized Fund IX LLC?
According to its latest Form D, filed Apr 2, 2025, the minimum investment TFS Collateralized Fund IX LLC accepts from an outside investor is $40,000.
Who can invest in TFS Collateralized Fund IX LLC?
TFS Collateralized Fund IX LLC 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 TFS Collateralized Fund IX LLC raised?
TFS Collateralized Fund IX LLC reports $2,479,473 sold from 17 investors on its Form D filed Apr 2, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is TFS Collateralized Fund IX LLC based?
TFS Collateralized Fund IX LLC is based in Boise, Idaho.
When did TFS Collateralized Fund IX LLC launch?
TFS Collateralized Fund IX LLC reports its first sale in Apr 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 47% of the 17 private investment funds based in Idaho, and more than 23% of all 10,333 that report sales.