Beta AIV-S, LP is a private equity fund based in New York, New York. According to its most recent Form D, filed Feb 10, 2026, it has sold $725,000 of interests to 1 investor since its first sale in Jan 2024. The filing does not set a minimum investment. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Parag Saxena; Shrikant Sathe.
- Total raised
- $725,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Jan 2, 2024
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Parag Saxena; Shrikant Sathe
- Latest Form D
- Feb 10, 2026
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 Beta AIV-S, LP
What is the minimum investment for Beta AIV-S, LP?
Beta AIV-S, LP's latest Form D, filed Feb 10, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Beta AIV-S, LP?
Beta AIV-S, 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 Beta AIV-S, LP raised?
Beta AIV-S, LP reports $725,000 sold from 1 investor on its Form D filed Feb 10, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Beta AIV-S, LP based?
Beta AIV-S, LP is based in New York, New York.
When did Beta AIV-S, LP launch?
Beta AIV-S, LP reports its first sale in Jan 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 48% of the 3,770 private equity funds based in New York, and more than 18% of all 9,142 that report sales.