LOC VI
LOC VI is a private equity fund organized in Illinois, United States and advised by Cypress Investment Management, LLC. Its adviser reported $7,041,636 in gross assets for the fund on Form ADV, filed Jul 29, 2024. It reported 1 beneficial owner. The minimum investment it accepts is $25,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $7,041,636As reported on Form ADV
- Beneficial owners
- 1
- Minimum investment
- $25,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private equity fund
- Domicile
- Illinois, United States
- Auditor
- Cohnreznick LLP
- Custodian
- Tristate Capital Bank
- Adviser
- Cypress Investment Management, LLC · Oakbrook Terrace, IL · CRD 327810
- Reported on
- Jul 29, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about LOC VI
What is the minimum investment for LOC VI?
According to its adviser's Form ADV filed Jul 29, 2024, the minimum investment LOC VI accepts is $25,000.
Who can invest in LOC VI?
LOC VI is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is LOC VI?
Its adviser reported $7,041,636 in gross assets on Form ADV filed Jul 29, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages LOC VI?
LOC VI is advised by Cypress Investment Management, LLC, based in Oakbrook Terrace, IL.
Who are LOC VI's service providers?
Its Form ADV lists Cohnreznick LLP as auditor.