AltMountain

Alegria Fund, LP

Overland Park, KS · CIK 1663828
Status: no Form D since Jan 2020. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Alegria Fund, LP is a private equity fund based in Overland Park, Kansas. According to its most recent Form D, filed Jan 21, 2020, it has sold $51,060,700 of interests to 143 investors since its first sale in Jan 2016. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Alegria Energy, LLC; Paul Morris; Lawrence Smith.

Total raised
$51,060,700Cumulative sales reported on Form D
Investors
143
First sale
Jan 11, 2016
Minimum investment
$25,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Alegria Energy, LLC; Paul Morris; Lawrence Smith
Latest Form D
Jan 21, 2020

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Alegria Fund, LP

What is the minimum investment for Alegria Fund, LP?

According to its latest Form D, filed Jan 21, 2020, the minimum investment Alegria Fund, LP accepts from an outside investor is $25,000.

Who can invest in Alegria Fund, LP?

Alegria Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has Alegria Fund, LP raised?

Alegria Fund, LP reports $51,060,700 sold from 143 investors on its Form D filed Jan 21, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Alegria Fund, LP based?

Alegria Fund, LP is based in Overland Park, Kansas.

When did Alegria Fund, LP launch?

Alegria Fund, LP reports its first sale in Jan 2016.

Size compared with every private equity fund

Raised more than 86% of the 7 private equity funds based in Kansas, and more than 64% of all 8,896 that report sales.

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