CBA Katy Equity, L.P. is a real estate fund based in Houston, Texas. According to its most recent Form D, filed Jan 26, 2021, it has sold $5,750,000 of interests to 9 investors since its first sale in Dec 2019. The minimum investment it accepts from an outside investor is $50,000. 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 William Connor; CBA Katy GP LLC; CBA Land Capital, L.P.
- Total raised
- $5,750,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Dec 12, 2019
- Minimum investment
- $50,000
- 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
- William Connor; CBA Katy GP LLC; CBA Land Capital, L.P
- Latest Form D
- Jan 26, 2021
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 CBA Katy Equity, L.P.
What is the minimum investment for CBA Katy Equity, L.P.?
According to its latest Form D, filed Jan 26, 2021, the minimum investment CBA Katy Equity, L.P. accepts from an outside investor is $50,000.
Who can invest in CBA Katy Equity, L.P.?
CBA Katy Equity, L.P. 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 CBA Katy Equity, L.P. raised?
CBA Katy Equity, L.P. reports $5,750,000 sold from 9 investors on its Form D filed Jan 26, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is CBA Katy Equity, L.P. based?
CBA Katy Equity, L.P. is based in Houston, Texas.
When did CBA Katy Equity, L.P. launch?
CBA Katy Equity, L.P. reports its first sale in Dec 2019.
Size compared with every real estate fund
Raised more than 78% of the 1,420 real estate funds based in Texas, and more than 68% of all 7,351 that report sales.