AltMountain

BEI Partners, LLC

Chagrin Falls, OH · CIK 1980212
Status: no Form D since Jun 2023. 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.

BEI Partners, LLC is a private investment fund based in Chagrin Falls, Ohio. According to its most recent Form D, filed Jun 23, 2023, it has sold $795,600 of interests to 18 investors since its first sale in May 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Edward de Windt, Jr.

Total raised
$795,600Cumulative sales reported on Form D
Investors
18
First sale
May 22, 2023
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Edward de Windt, Jr
Latest Form D
Jun 23, 2023

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 BEI Partners, LLC

What is the minimum investment for BEI Partners, LLC?

BEI Partners, LLC's latest Form D, filed Jun 23, 2023, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in BEI Partners, LLC?

BEI Partners, LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has BEI Partners, LLC raised?

BEI Partners, LLC reports $795,600 sold from 18 investors on its Form D filed Jun 23, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is BEI Partners, LLC based?

BEI Partners, LLC is based in Chagrin Falls, Ohio.

When did BEI Partners, LLC launch?

BEI Partners, LLC reports its first sale in May 2023.

Size compared with every private investment fund

Raised more than 19% of the 115 private investment funds based in Ohio, and more than 12% of all 10,263 that report sales.

Similar-size private investment funds in Ohio

All private investment funds in Ohio