AltMountain

CCSB1 Loadsmart LP

Santa Barbara, CA · CIK 1743711
Status: no Form D since Nov 2020. 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.

CCSB1 Loadsmart LP is a private equity fund based in Santa Barbara, California. According to its most recent Form D, filed Nov 6, 2020, it has sold $3,070,523 of interests to 31 investors since its first sale in Oct 2020. The minimum investment it accepts from an outside investor is $10,000. 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 Connor Capital SB, LLC; John Connor; Connor Capital Transportation Opportunities I GP, LLC.

Total raised
$3,070,523Cumulative sales reported on Form D
Investors
31
First sale
Oct 30, 2020
Minimum investment
$10,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Connor Capital SB, LLC; John Connor; Connor Capital Transportation Opportunities I GP, LLC
Latest Form D
Nov 6, 2020

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 CCSB1 Loadsmart LP

What is the minimum investment for CCSB1 Loadsmart LP?

According to its latest Form D, filed Nov 6, 2020, the minimum investment CCSB1 Loadsmart LP accepts from an outside investor is $10,000.

Who can invest in CCSB1 Loadsmart LP?

CCSB1 Loadsmart 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 CCSB1 Loadsmart LP raised?

CCSB1 Loadsmart LP reports $3,070,523 sold from 31 investors on its Form D filed Nov 6, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is CCSB1 Loadsmart LP based?

CCSB1 Loadsmart LP is based in Santa Barbara, California.

When did CCSB1 Loadsmart LP launch?

CCSB1 Loadsmart LP reports its first sale in Oct 2020.

Size compared with every private equity fund

Raised more than 57% of the 1,737 private equity funds based in California, and more than 30% of all 8,864 that report sales.

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