Tortoise Total Return Fund, LLC
Tortoise Total Return Fund, LLC is a private investment fund based in Leawood, Kansas. According to its most recent Form D, filed May 13, 2010, it has sold $29,000,000 of interests to 4 investors since its first sale in Jul 2007. The minimum investment it accepts from an outside investor is $1,000,000. Related persons named in the filing include H. Birzer; Zachary Hamel; Kenneth Malvey.
- Total raised
- $29,000,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Jul 18, 2007
- Minimum investment
- $1,000,000
- Who can invest
- Not stated
- Offering exemption
- Other exemption
- Key people and entities
- H. Birzer; Zachary Hamel; Kenneth Malvey
- Latest Form D
- May 13, 2010
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 Tortoise Total Return Fund, LLC
What is the minimum investment for Tortoise Total Return Fund, LLC?
According to its latest Form D, filed May 13, 2010, the minimum investment Tortoise Total Return Fund, LLC accepts from an outside investor is $1,000,000.
Who can invest in Tortoise Total Return Fund, LLC?
Tortoise Total Return Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents.
How much has Tortoise Total Return Fund, LLC raised?
Tortoise Total Return Fund, LLC reports $29,000,000 sold from 4 investors on its Form D filed May 13, 2010. This is cumulative sales since the offering began, not current assets or performance.
Where is Tortoise Total Return Fund, LLC based?
Tortoise Total Return Fund, LLC is based in Leawood, Kansas.
When did Tortoise Total Return Fund, LLC launch?
Tortoise Total Return Fund, LLC reports its first sale in Jul 2007.
Size compared with every private investment fund
Raised more than 52% of the 23 private investment funds based in Kansas, and more than 55% of all 10,263 that report sales.