AltMountain

Valkyrie Bitcoin Trust

Brentwood, TN · CIK 1842140 · Sponsor: Valkyrie Digital Assets LLC
506(c)
Status: no Form D since Oct 2023. 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.

Valkyrie Bitcoin Trust is a private investment fund based in Brentwood, Tennessee. According to its most recent Form D, filed Oct 27, 2023, it has sold $7,595,791 of interests to 20 investors since its first sale in Jan 2021. The minimum investment it accepts from an outside investor is $2,437. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Valkyrie Digital Assets LLC; Leah Wald; Steven McClurg.

Total raised
$7,595,791Cumulative sales reported on Form D
Investors
20
First sale
Jan 1, 2021
Minimum investment
$2,437
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Valkyrie Digital Assets LLC; Leah Wald; Steven McClurg
Latest Form D
Oct 27, 2023

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 Valkyrie Bitcoin Trust

What is the minimum investment for Valkyrie Bitcoin Trust?

According to its latest Form D, filed Oct 27, 2023, the minimum investment Valkyrie Bitcoin Trust accepts from an outside investor is $2,437.

Who can invest in Valkyrie Bitcoin Trust?

Valkyrie Bitcoin Trust is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Valkyrie Bitcoin Trust raised?

Valkyrie Bitcoin Trust reports $7,595,791 sold from 20 investors on its Form D filed Oct 27, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Valkyrie Bitcoin Trust based?

Valkyrie Bitcoin Trust is based in Brentwood, Tennessee.

When did Valkyrie Bitcoin Trust launch?

Valkyrie Bitcoin Trust reports its first sale in Jan 2021.

Size compared with every private investment fund

Raised more than 51% of the 90 private investment funds based in Tennessee, and more than 37% of all 10,263 that report sales.

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