Carolina Opportunity Funds are structured as 100% investor owned Class B Investments with a minimum investment of $50,000. In 2020, Fees and Promotes will be waived on additional investment dollars above $500,000. Targeted Cash Flow will distribute as follows:
First: 100% to Class B Members until Class B Members receive an 8% cumulative return on an annual non-compounded basis on their Capital Contribution not returned.
Second: To the Class B Members until the cumulative amount paid has reduced the amount of each Class B Member's Unreturned Capital Contribution to zero.
Third: Thereafter, 95% of the remaining available cash for distribution to Class B Members and 5% to the Class A Member (Carolina Opportunity Funds).
Funds are administered by NES Financial, a JTC Company. Novogradac & Company, LLP provides fund audits as well as Qualified Opportunity Zone Business certification.
This is not an offer to sell, nor a solicitation to buy Class B Investments in IMPACT Carolina or METRO Carolina Funds. Shares are offered to accredited investor through a Private Placement Memorandum which can be obtained after registering through this site or by contacting us directly at . The Class B Member shares have not been registered with the Securities and Exchange Commission or any state securities division.
The information provided on this website is believed to accurate and true, however; Carolina Opportunity Funds makes no warranties, either expressed or implied, as to the reliability of this information and any reliance placed on the information is at the risk of the user.