Valkyrie Vertex I, LP is a private investment fund based in Austin, Texas. According to its most recent Form D, filed Sep 10, 2021, it has sold $2,000,000 of interests to 1 investor since its first sale in Aug 2021. The minimum investment it accepts from an outside investor is $2,000,000. 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 Jake Moilanen; Charlie Burgoyne; Jason Paull.
- Total raised
- $2,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Aug 30, 2021
- Minimum investment
- $2,000,000
- 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
- Jake Moilanen; Charlie Burgoyne; Jason Paull
- Latest Form D
- Sep 10, 2021
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 Vertex I, LP
What is the minimum investment for Valkyrie Vertex I, LP?
According to its latest Form D, filed Sep 10, 2021, the minimum investment Valkyrie Vertex I, LP accepts from an outside investor is $2,000,000.
Who can invest in Valkyrie Vertex I, LP?
Valkyrie Vertex I, LP 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 Valkyrie Vertex I, LP raised?
Valkyrie Vertex I, LP reports $2,000,000 sold from 1 investor on its Form D filed Sep 10, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Valkyrie Vertex I, LP based?
Valkyrie Vertex I, LP is based in Austin, Texas.
When did Valkyrie Vertex I, LP launch?
Valkyrie Vertex I, LP reports its first sale in Aug 2021.
Size compared with every private investment fund
Raised more than 39% of the 879 private investment funds based in Texas, and more than 20% of all 10,287 that report sales.