AltMountain

Trives-Tgif2

Organized in Texas, United States · Advised by Ehrenberg Chesler Investment Advisors LLC · Private fund ID 805-3359856493
Private fund

Trives-Tgif2 is a private fund (series llc) organized in Texas, United States and advised by Ehrenberg Chesler Investment Advisors LLC. Its adviser reported $8,133,333 in gross assets for the fund on Form ADV, filed Jul 8, 2024. It reported 34 beneficial owners. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.

Gross assets
$8,133,333As reported on Form ADV
Beneficial owners
34
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 owners
Fund type
Private fundSERIES LLC
Domicile
Texas, United States
Custodian
IBC; Susser Bank
Adviser
Ehrenberg Chesler Investment Advisors LLC · SAN Antonio, TX · CRD 168591
Reported on
Jul 8, 2024Adviser's Form ADV

From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Trives-Tgif2

What is the minimum investment for Trives-Tgif2?

Its adviser's Form ADV, filed Jul 8, 2024, does not set a minimum investment for Trives-Tgif2. The offering documents may still require one.

Who can invest in Trives-Tgif2?

Trives-Tgif2 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).

How large is Trives-Tgif2?

Its adviser reported $8,133,333 in gross assets on Form ADV filed Jul 8, 2024. Gross assets include borrowed money and are not the same as net assets or performance.

Who manages Trives-Tgif2?

Trives-Tgif2 is advised by Ehrenberg Chesler Investment Advisors LLC, based in SAN Antonio, TX.

Other funds advised by Ehrenberg Chesler Investment Advisors LLC