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Eligibility file · Credit fund

Apollo Diversified Credit Securitize Fund (ACRED)

What the client owns
Share of a British Virgin Islands feeder fund that holds Class I shares of Apollo Diversified Credit Fund, a non-traded closed-end interval fund lending to companies and against assets. Issuer direct: The on-chain record is the securityholder file; the holder is the registered owner.
Who may hold it
US accredited investors. First purchase $50,000. Securitize’s page shows a $50,000 minimum; the fund’s Form D states $0. The Form D claims Rule 506(c) and the Investment Company Act section 3(c)(1) exclusion, not 3(c)(7), so accredited investors may buy and qualified-purchaser status is not required; a 3(c)(1) fund is capped at 100 beneficial owners, and the February 2026 Form D reports 26 investors.
Who can freeze or claw back
Ethereum: can freeze a holder, pause transfers, claw back, gate who may hold, mint, change the code. Owner key: a single key.
Solana: can freeze a holder, claw back, gate who may hold, mint, change the code. An account only a program can sign for can freeze a holder and claw back tokens. A single key can change the code with no delay.
How it exits
Redeem with the issuer in its window (2:00 p.m. Eastern). Quarterly repurchase offers of at least 5% of the underlying fund’s shares, with monthly redemptions inside the quarterly notice period; proceeds paid once the underlying fund pays; full redemption not guaranteed. The 2025 launch release said daily-NAV redemptions; the current page says quarterly. Settles in USDC, USDG.

Research and shelf status are on the memo: Apollo Diversified Credit Securitize Fund (ACRED) Adverse research finding

Issuer
Securitize Tokenized Apollo Diversified Credit Fund, Ltd. (British Virgin Islands business company, SEC CIK 2056038), in care of Securitize Capital; feeder into Apollo Diversified Credit Fund (Class I); Securitize as transfer agent, fund administrator, and placement agent
Registration
Private placement, Rule 506(c)
Official record
Securitize, LLC, SEC-registered transfer agent
Instruments
ACRED
Chains
Ethereum, Solana
Reviewed
2026-09-23 · v1
Next review
2027-03-23

Who may buy, hold, transfer, and redeem

Each answer rests on the issuer’s own words, quoted from the document named under it. Ketju re-reads each document and records whether the words are still there. Where the documents say nothing, the row says so.

What the holder owns

A share of a fund that invests in Apollo Diversified Credit Fund; Securitize’s own filing calls the tokens non-voting, non-redeemable shares, so exits run through the fund’s repurchase offers.

“non-voting, non-redeemable participating shares issued as part of the funds’ respective share capital”

SEC EDGAR: Securitize Holdings prospectus, Form 424B3, filed August 7, 2026 · Notes to the consolidated financial statements, 6. Investment in Funds · words found 2026-09-23

Who may hold it

Accredited investors who pass Securitize’s identity check and accreditation review, and who buy through Securitize Markets.

“Verify your identity, complete your investment profile questionnaire, and submit an accreditation application”

Securitize, ACRED primary-market page content (Builder.io content API behind securitize.io/primary-market/apollo-diversified-credit-securitize-fund) · Getting Started, Subscription Process, step 01 · words found 2026-09-23

First purchase minimum

$50,000, shown as a figure in the Minimum Investment tile, not a sentence.

“$50,000”

Securitize, ACRED primary-market page content (Builder.io content API behind securitize.io/primary-market/apollo-diversified-credit-securitize-fund) · Key facts tile, Minimum Investment · words found 2026-09-23

Account types

The documents read do not say.

Not stated in Securitize, ACRED primary-market page content (Builder.io content API behind securitize.io/primary-market/apollo-diversified-credit-securitize-fund), Apollo and Securitize, ”Apollo and Securitize Announce Partnership and Launch Tokenized Access to Credit Fund on Aptos, Avalanche, Ethereum, Ink, Polygon, and Solana Networks” (PR Newswire, 2025-01-30), SEC EDGAR: Securitize Tokenized Apollo Diversified Credit Fund, Ltd., Form D/A filed February 12, 2026.

Who it may be transferred to

Transfers are limited by the fund’s transfer restrictions and investor eligibility; the page does not promise a secondary market.

“Secondary market trading is not guaranteed and may be limited by regulatory transfer restrictions, platform availability, or investor eligibility requirements.”

Securitize, ACRED primary-market page content (Builder.io content API behind securitize.io/primary-market/apollo-diversified-credit-securitize-fund) · Live Marketplaces, note under the table · words found 2026-09-23

How a holder redeems

Monthly redemptions inside a quarterly notice period, with no promise that a full redemption is met.

“$0 Monthly redemptions are available during a quarterly notice period with the fund. Full redemptions are not guaranteed and may be subject to delays due to market conditions or blockchain settlement mechanics.”

Securitize, ACRED primary-market page content (Builder.io content API behind securitize.io/primary-market/apollo-diversified-credit-securitize-fund) · Fund Profile footnote (7) · words found 2026-09-23

Who keeps the official record

Securitize is the fund’s transfer agent and fund administrator.

“Securitize also serves as ACRED’s digital transfer agent and fund administrator.”

Apollo and Securitize, ”Apollo and Securitize Announce Partnership and Launch Tokenized Access to Credit Fund on Aptos, Avalanche, Ethereum, Ink, Polygon, and Solana Networks” (PR Newswire, 2025-01-30) · Release body · words found 2026-09-23

What the issuer says it can freeze or take back

The documents read do not say.

Not stated in Securitize, ACRED primary-market page content (Builder.io content API behind securitize.io/primary-market/apollo-diversified-credit-securitize-fund), Apollo and Securitize, ”Apollo and Securitize Announce Partnership and Launch Tokenized Access to Credit Fund on Aptos, Avalanche, Ethereum, Ink, Polygon, and Solana Networks” (PR Newswire, 2025-01-30), SEC EDGAR: Securitize Tokenized Apollo Diversified Credit Fund, Ltd., Form D/A filed February 12, 2026, SEC EDGAR: Securitize Holdings prospectus, Form 424B3, filed August 7, 2026.

FactWhat the file records
Who onboards the holderbroker dealer
Voting rightsNone
Distributionsreinvested
SIPC coverage of the walletNo

What the issuer filed with the SEC

A private offering files Form D with the SEC within 15 days of its first sale and amends it each year while it sells. The issuer signs it. It states the exemption relied on, the fund’s exclusion from the Investment Company Act (which decides who may buy), the smallest investment accepted, the amount sold, and how many investors hold.

FiledFormExemption claimedMinimumSold to dateInvestors
2026-02-12D/ARule 506(c); Investment Company Act section 3(c)(1)$0$110,943,00026
2025-02-12DRule 506(c); Investment Company Act section 3(c)(1)$0$40,000,0005

Filed by Securitize Tokenized Apollo Diversified Credit Fund, Ltd. (SEC CIK 2056038). Sold to date counts every sale since the first, not the fund’s size today. Ketju reads EDGAR daily; a new filing reopens this file.

The transfer agent’s SEC record

A transfer agent registers with the SEC on Form TA-1 and reports each year on Form TA-2: how many securityholder accounts it keeps and for how many issues it keeps the master securityholder file, the list that says who owns each share.

AgentSEC fileOn EDGAR sinceTA-2 periodAccountsIssues with master fileWork it hires out
Securitize Transfer Agent, LLC084-066382019-07-222025-12-3118,33754PACIFIC STOCK TRANSFER CO

EDGAR records Securitize LLC as the former name of Securitize Transfer Agent, LLC, changed 2025-04-14.

Who can change the record

Powers read from the deployed contracts and their verified source: the token and every contract it consults on transfer. A power recorded here is the issuer’s ability, not evidence it has been used.

ChainFreeze a holderPauseClaw backGate holdersChange the codeKeys held by
EthereumYesYesYesYesYesOwner key: a single key.
SolanaYesNoYesYesYesAn account only a program can sign for can freeze a holder and claw back tokens. A single key can change the code with no delay.

Who holds the keys

Every current holder of each power, read from the chain on 2026-09-23. A single key is one private key: whoever holds it acts alone. A multisig needs the stated number of signers. A timelock makes every action wait, so holders can see it coming.

ChainKeyWhat it can doHeld byAddress
EthereumOwnergrant and revoke these powersa single key0x59c1…76ee
EthereumWallet registrar ownerdecide who may hold, grant and revoke these powersa single key0x3ee6…1a3e
SolanaMint authoritymint new tokensan account only a program can sign forFr3R46…TYbH
SolanaFreeze authorityfreeze a holderan account only a program can sign forFr3R46…TYbH
SolanaPermanent delegateclaw back tokensan account only a program can sign forFr3R46…TYbH
SolanaTransfer-hook authoritydecide who may hold, change the codean account only a program can sign forFr3R46…TYbH
SolanaHook program upgrade authoritychange the codea single key8d36iv…zbB6
Ethereum: 14 contract reads at block 26040920, 6 functions in verified source, 2026-09-23
Read from the chain
  • eip1967.implementation=0xfc8a9000c161e3c6e073e967107ce926a44a06e2
  • owner()=0x59c1eacec450c57dcb9b8725d0f96635c2b676ee
  • isPaused()=false
  • getDSService(COMPLIANCE_CONFIGURATION_SERVICE)=0x49465989b80ea0ae4f4129a0f803a4f38b09ea6c
  • getDSService(COMPLIANCE_SERVICE)=0xdfe6b0edd2bee2dfe2759b8a5749aa750ff147af
  • getDSService(LOCK_MANAGER)=0x4914665651c7ae7f6ef6ffea3dcd554a1a39ec91
  • getDSService(OMNIBUS_TBE_CONTROLLER)=0xdcc82829b3eb1d497d2ff982c76eaec44435a4e9
  • getDSService(REGISTRY_SERVICE)=0x3a8e9cd2e17e1f2904b7f745da29c9ca765cc319
  • getDSService(SECURITIZE_SWAP)=0x368e7478ff8c88c9002c32e1f576fabe2e9ddf7b
  • getDSService(TOKEN_REALLOCATOR)=0x7b021a22fe5a6caefd81623ff8fbe7e97b0e61ee
  • getDSService(TRANSACTION_RELAYER)=0x9b70f9b94ac226eb5d9f7c33e5b95001f470224e
  • getDSService(TRUST_SERVICE)=0xc397436742eaf7c325ddbfc4dc63d95822b27101
  • getDSService(WALLET_MANAGER)=0x5275732d1bfe540350165267346537670bc2138a
  • getDSService(WALLET_REGISTRAR)=0xddf17a432b312a6c0e42f3b34adbe914b12cb44f
Read from verified source
Solana: 4 contract reads at block 449737263, 0 functions in verified source, 2026-09-23
Read from the chain
  • mintAuthority=Fr3R4632hv5LU2YNXYMnErnLE1XYMe1KPjR8q91KTYbH
  • freezeAuthority=Fr3R4632hv5LU2YNXYMnErnLE1XYMe1KPjR8q91KTYbH
  • permanentDelegate=Fr3R4632hv5LU2YNXYMnErnLE1XYMe1KPjR8q91KTYbH
  • transferHook=FsE8mCJyvgMzqJbfHbJQm3iuf3cRZC6n2vZi1Q8rQCy2

Where it trades

VenueKind
Securitize primary marketissuer primary

How it exits

PathCutoffSettlementFeeSettles in
Redeem with the issuer in its window2:00 p.m. EasternQuarterly repurchase offers of at least 5% of the underlying fund’s shares, with monthly redemptions inside the quarterly notice period; proceeds paid once the underlying fund pays; full redemption not guaranteed. The 2025 launch release said daily-NAV redemptions; the current page says quarterly0 bpsUSDC, USDG

What the monitor reads daily

Every control function in the table above and the contracts the token consults on transfer; the token’s on-chain supply against yesterday’s; and its market quote against yesterday’s quote, since a fund of this kind accrues a few basis points a day. Every document quoted above is re-read too, and a quote that leaves its document reopens the file. EDGAR is read for the issuer’s Form D filings and the transfer agent’s registration; a new filing reopens the file. A change opens a review item in the governance queue and reopens the file before any client action.

Sources

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