Fund
Forte Investment Fund, LLC operates a Regulation A+ offering under Tier II, enabling individual investors to participate in an alternative investment fund. The company provides access to speculative, illiquid investment opportunities through a SEC-qualified offering circular, with Dalmore Group LLC serving as the registered broker-dealer of record.
- Financial Technology
Funding
Founders
Product
Problem
Individual investors often lack access to alternative investment opportunities that are typically reserved for institutional or accredited investors. Traditional private funds carry high minimums and complex regulatory barriers, limiting retail participation in this asset class. Those who do find access face significant risks, including illiquidity and the possibility of losing their entire investment.
Solution
Forte Investment Fund, LLC offers securities through a SEC-qualified Regulation A+ Tier II offering, providing a pathway for non-accredited investors to participate in an alternative investment fund. The offering is structured to comply with SEC disclosure obligations, with the offering circular available to prospective investors before any commitment. Dalmore Group LLC, a registered broker-dealer and FINRA member, facilitates the offering, ensuring the transaction adheres to regulatory standards. This structure aims to bring a more transparent and accessible approach to retail alternative investing.
Target Audience
The primary audience is individual retail investors seeking access to alternative investment funds through a regulated, SEC-qualified offering structure.
Features
- SEC-qualified Tier II Regulation A offering, permitting broader retail investor participation
- Full disclosure of terms and risks via a publicly available offering circular
- Broker-dealer of record oversight by a registered SEC, FINRA, and SIPC member
- Eligibility for non-accredited investors under Tier II rules
- Direct issuer offering model with clear regulatory compliance