Carli, LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Mar 10, 2014, it has sold $850,000 of interests to 1 investor since its first sale in Mar 2014. The minimum investment it accepts from an outside investor is $100,000. 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. Related persons named in the filing include James Hickey; Jay Jackson; General Partner CARLI Management, LLC.
- Total raised
- $850,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Mar 3, 2014
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- James Hickey; Jay Jackson; General Partner CARLI Management, LLC
- Latest Form D
- Mar 10, 2014
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 Carli, LP
What is the minimum investment for Carli, LP?
According to its latest Form D, filed Mar 10, 2014, the minimum investment Carli, LP accepts from an outside investor is $100,000.
Who can invest in Carli, LP?
Carli, 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 Carli, LP raised?
Carli, LP reports $850,000 sold from 1 investor on its Form D filed Mar 10, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Carli, LP based?
Carli, LP is based in Houston, Texas.
When did Carli, LP launch?
Carli, LP reports its first sale in Mar 2014.
Size compared with every private equity fund
Raised more than 49% of the 1,407 private equity funds based in Texas, and more than 19% of all 8,888 that report sales.