AltMountain

Caddo Sojourn, LP

Dallas, TX · CIK 1768713
Status: no Form D since Feb 2019. 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.

Caddo Sojourn, LP is a private equity fund based in Dallas, Texas. According to its most recent Form D, filed Feb 22, 2019, it has sold $3,837,323 of interests to 32 investors since its first sale in Feb 2019. 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 Caddo Holdings, LLC; Justin Engler; Caddo Sojourn GP, LLC.

Total raised
$3,837,323Cumulative sales reported on Form D
Investors
32
First sale
Feb 6, 2019
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
Caddo Holdings, LLC; Justin Engler; Caddo Sojourn GP, LLC
Latest Form D
Feb 22, 2019

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 Caddo Sojourn, LP

What is the minimum investment for Caddo Sojourn, LP?

Caddo Sojourn, LP's latest Form D, filed Feb 22, 2019, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Caddo Sojourn, LP?

Caddo Sojourn, LP 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 Caddo Sojourn, LP raised?

Caddo Sojourn, LP reports $3,837,323 sold from 32 investors on its Form D filed Feb 22, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Caddo Sojourn, LP based?

Caddo Sojourn, LP is based in Dallas, Texas.

When did Caddo Sojourn, LP launch?

Caddo Sojourn, LP reports its first sale in Feb 2019.

Size compared with every private equity fund

Raised more than 59% of the 1,406 private equity funds based in Texas, and more than 32% of all 8,889 that report sales.

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