AltMountain

Vortus-Foreland PE, LLC

Fort Worth, TX · CIK 1676996
Status: no Form D since Jun 2016. 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.

Vortus-Foreland PE, LLC is a private equity fund based in Fort Worth, Texas. According to its most recent Form D, filed Jun 15, 2016, it has sold $8,150,000 of interests to 13 investors since its first sale in May 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Vifw GP, LP; Jeffrey Miller; Vortus Investment Holdings, LLC.

Total raised
$8,150,000Cumulative sales reported on Form D
Investors
13
First sale
May 31, 2016
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Vifw GP, LP; Jeffrey Miller; Vortus Investment Holdings, LLC
Latest Form D
Jun 15, 2016

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 Vortus-Foreland PE, LLC

What is the minimum investment for Vortus-Foreland PE, LLC?

Vortus-Foreland PE, LLC's latest Form D, filed Jun 15, 2016, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Vortus-Foreland PE, LLC?

Vortus-Foreland PE, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Vortus-Foreland PE, LLC raised?

Vortus-Foreland PE, LLC reports $8,150,000 sold from 13 investors on its Form D filed Jun 15, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is Vortus-Foreland PE, LLC based?

Vortus-Foreland PE, LLC is based in Fort Worth, Texas.

When did Vortus-Foreland PE, LLC launch?

Vortus-Foreland PE, LLC reports its first sale in May 2016.

Size compared with every private equity fund

Raised more than 65% of the 1,404 private equity funds based in Texas, and more than 40% of all 8,918 that report sales.

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