Chalice Fund LP is a private equity fund based in San Francisco, California. According to its most recent Form D, filed Mar 29, 2021, it has sold $92,865,000 of interests to 78 investors since its first sale in Nov 2006. The minimum investment it accepts from an outside investor is $1,000,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Donald Grail Partners LLC; Donald Putnam.
- Total raised
- $92,865,000Cumulative sales reported on Form D
- Investors
- 78
- First sale
- Nov 1, 2006
- Minimum investment
- $1,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Donald Grail Partners LLC; Donald Putnam
- Latest Form D
- Mar 29, 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 Chalice Fund LP
What is the minimum investment for Chalice Fund LP?
According to its latest Form D, filed Mar 29, 2021, the minimum investment Chalice Fund LP accepts from an outside investor is $1,000,000.
Who can invest in Chalice Fund LP?
Chalice Fund LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Chalice Fund LP raised?
Chalice Fund LP reports $92,865,000 sold from 78 investors on its Form D filed Mar 29, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Chalice Fund LP based?
Chalice Fund LP is based in San Francisco, California.
When did Chalice Fund LP launch?
Chalice Fund LP reports its first sale in Nov 2006.
Size compared with every private equity fund
Raised more than 86% of the 1,729 private equity funds based in California, and more than 71% of all 8,822 that report sales.