APEG Montgomery, LP is an energy fund based in Austin, Texas. According to its most recent Form D, filed Oct 16, 2015, it has sold $2,500,000 of interests to 28 investors since its first sale in Sep 2015. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Patrick Duke; Paul Haarman.
- Total raised
- $2,500,000Cumulative sales reported on Form D
- Investors
- 28
- First sale
- Sep 15, 2015
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Patrick Duke; Paul Haarman
- Latest Form D
- Oct 16, 2015
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 APEG Montgomery, LP
What is the minimum investment for APEG Montgomery, LP?
According to its latest Form D, filed Oct 16, 2015, the minimum investment APEG Montgomery, LP accepts from an outside investor is $25,000.
Who can invest in APEG Montgomery, LP?
APEG Montgomery, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has APEG Montgomery, LP raised?
APEG Montgomery, LP reports $2,500,000 sold from 28 investors on its Form D filed Oct 16, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is APEG Montgomery, LP based?
APEG Montgomery, LP is based in Austin, Texas.
When did APEG Montgomery, LP launch?
APEG Montgomery, LP reports its first sale in Sep 2015.
Size compared with every energy fund
Raised more than 74% of the 349 energy funds based in Texas, and more than 53% of all 332 that report sales.