AltMountain

Berkshire Partners

Wyomissing, PA · CIK 1461632
Status: no Form D since May 2015. 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.

Berkshire Partners is a private investment fund based in Wyomissing, Pennsylvania. According to its most recent Form D, filed May 1, 2015, it has sold $3,820,904 of interests to 15 investors since its first sale in Apr 2009. The minimum investment it accepts from an outside investor is $100,000. 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 Michael McGlinn.

Total raised
$3,820,904Cumulative sales reported on Form D
Investors
15
First sale
Apr 1, 2009
Minimum investment
$100,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Net asset value range
$5,000,001 - $25,000,000Self-reported
Key people and entities
Michael McGlinn
Latest Form D
May 1, 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 Berkshire Partners

What is the minimum investment for Berkshire Partners?

According to its latest Form D, filed May 1, 2015, the minimum investment Berkshire Partners accepts from an outside investor is $100,000.

Who can invest in Berkshire Partners?

Berkshire Partners 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 Berkshire Partners raised?

Berkshire Partners reports $3,820,904 sold from 15 investors on its Form D filed May 1, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Berkshire Partners based?

Berkshire Partners is based in Wyomissing, Pennsylvania.

When did Berkshire Partners launch?

Berkshire Partners reports its first sale in Apr 2009.

Size compared with every private investment fund

Raised more than 40% of the 290 private investment funds based in Pennsylvania, and more than 28% of all 10,266 that report sales.

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