Form D · Other Investment Fund
CCM Optimal Fund, LLC
Nashville, TN · CIK 0001600979
Offering snapshot reported Sep 6, 2016 · SEC filing
- Reported sold
- $8.85M Indefinite offering
- Investors reported
- 170 Form D · investor count
- Minimum accepted
- $10K Reported outside-investor minimum
- First sale
- Feb 3, 2014 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 6, 2016 | Initial | $8,853,959 | No comparison | 170 | SEC filing |
| Jul 7, 2015 | Initial | $6,444,984 | No comparison | 124 | SEC filing |
| Jan 12, 2015 | Initial | $1,115,000 | No comparison | 44 | SEC filing |
| Feb 25, 2014 | Initial | $440,000 | No comparison | 21 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-270147
Source: Form D, filed Sep 6, 2016. 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.
| Name | Reported role |
|---|---|
| Scot Billington | Executive |
| Covenant Capital Management | Executive |
| Brince Wilford | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
3100 West End Avenue Suite 1090
Nashville, TN, 37203
Nashville, TN, 37203