TS&W Mid Cap Value Trust is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Mar 23, 2012, it has sold $40,675,879 of interests to 1 investor since its first sale in Apr 2009. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Robert Patterson; Ruth Paul; Stephen Scott.
- Total raised
- $40,675,879Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Apr 1, 2009
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Robert Patterson; Ruth Paul; Stephen Scott
- Latest Form D
- Mar 23, 2012
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 TS&W Mid Cap Value Trust
What is the minimum investment for TS&W Mid Cap Value Trust?
According to its latest Form D, filed Mar 23, 2012, the minimum investment TS&W Mid Cap Value Trust accepts from an outside investor is $1,000,000.
Who can invest in TS&W Mid Cap Value Trust?
TS&W Mid Cap Value Trust 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 much has TS&W Mid Cap Value Trust raised?
TS&W Mid Cap Value Trust reports $40,675,879 sold from 1 investor on its Form D filed Mar 23, 2012. This is cumulative sales since the offering began, not current assets or performance.
Where is TS&W Mid Cap Value Trust based?
TS&W Mid Cap Value Trust is based in Boston, Massachusetts.
When did TS&W Mid Cap Value Trust launch?
TS&W Mid Cap Value Trust reports its first sale in Apr 2009.
Size compared with every private investment fund
Raised more than 53% of the 538 private investment funds based in Massachusetts, and more than 59% of all 10,287 that report sales.
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