Form D · Other Investment Fund

Alliant Tax Credit Fund 96, LP

Woodland Hills, CA · CIK 0001798108

Offering snapshot reported Dec 31, 2019 · SEC filing

Reported sold
$156M
Offering amount: $200M
Investors reported
8
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 13, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 31, 2019Initial$156,000,000No comparison8SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.17M (estimated)
Finders' fees
$0
Form D file number
021-356743

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Alliant Equity Investments, LLC104386
Compass Securities Corporation16168
BofA Securities, Inc.283942

Source: Form D, filed Dec 31, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Alliant Capital, Ltd Executive
N/A Alliant Gp 96, Llc Promoter
N/A Alliant, Inc. Executive
Katie Balderrama Director, Executive
Dudley Benoit Director, Executive
Steve Fayne Director
Brian Goldberg Director, Executive
Shawn Horwitz Executive
Tim Kemper Director
Scott Kotick Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
21600 Oxnard Street, Suite 1200
Woodland Hills, CA, 91367