AltMountain

USB Focus Fund LevelUp 2A, LLC

Lincoln, MA · CIK 1712636
Status: no Form D since Aug 2017. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

USB Focus Fund LevelUp 2A, LLC is a private investment fund based in Lincoln, Massachusetts. According to its most recent Form D, filed Aug 22, 2017, it has sold $13,469,321 of interests to 75 investors since its first sale in Aug 2017. The minimum investment it accepts from an outside investor is $50,000. 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. Related persons named in the filing include Willard Umphrey; John McClellan; Pear Tree Partners, L.P.

Total raised
$13,469,321Cumulative sales reported on Form D
Investors
75
First sale
Aug 15, 2017
Minimum investment
$50,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Willard Umphrey; John McClellan; Pear Tree Partners, L.P
Latest Form D
Aug 22, 2017

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 USB Focus Fund LevelUp 2A, LLC

What is the minimum investment for USB Focus Fund LevelUp 2A, LLC?

According to its latest Form D, filed Aug 22, 2017, the minimum investment USB Focus Fund LevelUp 2A, LLC accepts from an outside investor is $50,000.

Who can invest in USB Focus Fund LevelUp 2A, LLC?

USB Focus Fund LevelUp 2A, 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 USB Focus Fund LevelUp 2A, LLC raised?

USB Focus Fund LevelUp 2A, LLC reports $13,469,321 sold from 75 investors on its Form D filed Aug 22, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is USB Focus Fund LevelUp 2A, LLC based?

USB Focus Fund LevelUp 2A, LLC is based in Lincoln, Massachusetts.

When did USB Focus Fund LevelUp 2A, LLC launch?

USB Focus Fund LevelUp 2A, LLC reports its first sale in Aug 2017.

Size compared with every private investment fund

Raised more than 42% of the 538 private investment funds based in Massachusetts, and more than 46% of all 10,333 that report sales.

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