NextGen Carta LLC is a venture capital fund based in Baltimore. According to its most recent Form D, filed Jan 31, 2024, it has sold $24,631,618 of interests to 131 investors since its first sale in Sep 2019. 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 NextGen Venture Partners, LLC; Brett Rogers; David Churchill.
- Total raised
- $24,631,618Cumulative sales reported on Form D
- Investors
- 131
- First sale
- Sep 3, 2019
- 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
- NextGen Venture Partners, LLC; Brett Rogers; David Churchill
- Latest Form D
- Jan 31, 2024
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 NextGen Carta LLC
What is the minimum investment for NextGen Carta LLC?
NextGen Carta LLC's latest Form D, filed Jan 31, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in NextGen Carta LLC?
NextGen Carta 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 NextGen Carta LLC raised?
NextGen Carta LLC reports $24,631,618 sold from 131 investors on its Form D filed Jan 31, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is NextGen Carta LLC based?
NextGen Carta LLC is based in Baltimore.
When did NextGen Carta LLC launch?
NextGen Carta LLC reports its first sale in Sep 2019.