AltMountain

Cd&lb LP

Oklahoma City, OK · CIK 1668104
Status: no Form D since Feb 2017. 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.

Cd&lb LP is a hedge fund based in Oklahoma City, Oklahoma. According to its most recent Form D, filed Feb 23, 2017, the fund has sold $1,500,000 of interests to 4 investors since its first sale in Mar 2016. The minimum investment it accepts from an outside investor is $500,000. 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 Stephen Shafer; CFS, LLC.

Performance

No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.

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Total raised
$1,500,000Cumulative sales reported on Form D
Investors
4
First sale
Mar 29, 2016
Minimum investment
$500,000
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
Stephen Shafer; CFS, LLC
Latest Form D
Feb 23, 2017

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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Cd&lb LP

What is the minimum investment for Cd&lb LP?

According to its latest Form D, filed Feb 23, 2017, the minimum investment Cd&lb LP accepts from an outside investor is $500,000.

Who can invest in Cd&lb LP?

Cd&lb LP 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 Cd&lb LP raised?

Cd&lb LP reports $1,500,000 sold from 4 investors on its Form D filed Feb 23, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Cd&lb LP based?

Cd&lb LP is based in Oklahoma City, Oklahoma.

When did Cd&lb LP launch?

Cd&lb LP reports its first sale in Mar 2016.

Size compared with every hedge fund

Raised more than 78% of the 9 hedge funds based in Oklahoma, and more than 7% of all 10,128 that report sales.

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