AltMountain

CapitalSpring SBIC II, LP

Nashville, TN · CIK 1980787
506(c)
Status: no Form D since Aug 2024. 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.

CapitalSpring SBIC II, LP is a private investment fund based in Nashville, Tennessee. According to its most recent Form D, filed Aug 22, 2024, it has sold $71,304,000 of interests to 41 investors since its first sale in Jun 2023. 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(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Richard Fitzgerald; Kaivon Abrishami; CapitalSpring Finance Company, LLC.

Total raised
$71,304,000Cumulative sales reported on Form D
Investors
41
First sale
Jun 7, 2023
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Richard Fitzgerald; Kaivon Abrishami; CapitalSpring Finance Company, LLC
Latest Form D
Aug 22, 2024

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 CapitalSpring SBIC II, LP

What is the minimum investment for CapitalSpring SBIC II, LP?

CapitalSpring SBIC II, LP's latest Form D, filed Aug 22, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in CapitalSpring SBIC II, LP?

CapitalSpring SBIC II, 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(c), so it may advertise, but every investor must be verified as accredited.

How much has CapitalSpring SBIC II, LP raised?

CapitalSpring SBIC II, LP reports $71,304,000 sold from 41 investors on its Form D filed Aug 22, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is CapitalSpring SBIC II, LP based?

CapitalSpring SBIC II, LP is based in Nashville, Tennessee.

When did CapitalSpring SBIC II, LP launch?

CapitalSpring SBIC II, LP reports its first sale in Jun 2023.

Size compared with every private investment fund

Raised more than 83% of the 90 private investment funds based in Tennessee, and more than 67% of all 10,333 that report sales.

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