Valley Forge Fund XII LP Investigation

Concerned about your investment in Valley Forge Fund XII LP?

Are you concerned about your investment  in Valley Forge Fund XII LP? If so, the securities attorneys at The White Law Group may be able to help you by filing a FINRA Dispute Resolution claim against the brokerage firm that sold you the investment.

According to SEC filings, the company filed a Form D to raise capital from investors with the offering Valley Forge Fund XII LP in 2016. The type of securities is purportedly equity and pooled investment funds. According to Reg D, the sale compensation recipient was M Holdings Securities. The total amount purportedly sold was $25,600,000.

Is a Limited Partnership a Suitable Investment for you?

Limited partnerships are not suitable for all investors, especially those who need liquidity in their investment.  Brokerage firms have a responsibility to adequately disclose all risks befores selling any investment and must consider suitability factors such as age, financial needs, and risk tolerance to name a few.

However, many brokerage firms overlook suitability regulations set forth by the SEC to earn the high commissions that these types of investments often come with.  Sales commissions can range from 6% to 10%,  and often come with a 2%- 3.0% dealer manager fee.

Brokerage firms that do not perform adequate due diligences on an investment or demonstrate a breach of fiduciary duty can be held accountable for losses incurred through FINRA arbitration.

If you are concerned about an investment in Valley Forge Fund XII LP, The White Law Group may be able to help you. Please call the offices at 888-637-5510 for a free consultation with a securities attorney.

The White Law Group, LLC is a national securities fraud, securities arbitration, investor protection, and securities regulation/compliance law firm with offices in Chicago, Illinois and Franklin, Tennessee.

For more information on the firm, please visit https://whitesecuritieslaw.com.