AltMountain

CAS-Mercury, LP

New York, NY · CIK 1795171
Status: no Form D since Nov 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.

CAS-Mercury, LP is a private investment fund based in New York, New York. According to its most recent Form D, filed Nov 29, 2019, it has sold $40,725,005 of interests to 58 investors since its first sale in Nov 2019. The minimum investment it accepts from an outside investor is $250,000. 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 Sosin-Mercury, LLC; Clifford Sosin.

Total raised
$40,725,005Cumulative sales reported on Form D
Investors
58
First sale
Nov 15, 2019
Minimum investment
$250,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Sosin-Mercury, LLC; Clifford Sosin
Latest Form D
Nov 29, 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 CAS-Mercury, LP

What is the minimum investment for CAS-Mercury, LP?

According to its latest Form D, filed Nov 29, 2019, the minimum investment CAS-Mercury, LP accepts from an outside investor is $250,000.

Who can invest in CAS-Mercury, LP?

CAS-Mercury, 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 CAS-Mercury, LP raised?

CAS-Mercury, LP reports $40,725,005 sold from 58 investors on its Form D filed Nov 29, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is CAS-Mercury, LP based?

CAS-Mercury, LP is based in New York, New York.

When did CAS-Mercury, LP launch?

CAS-Mercury, LP reports its first sale in Nov 2019.

Size compared with every private investment fund

Raised more than 61% of the 2,847 private investment funds based in New York, and more than 59% of all 10,333 that report sales.

More private investment funds in New York

Similar-size private investment funds in New York

All private investment funds in New York