AltMountain

CHC Direct Syndicate Fund, L.P.

Dallas, TX · CIK 1789708 · Sponsor: CH Investment Partners, L.L.C.
Status: no Form D since Oct 2024. 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.

CHC Direct Syndicate Fund, L.P. is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Oct 29, 2024, it has sold $43,662,978 of interests to 79 investors since its first sale in Sep 2019. The filing does not set a minimum investment. 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 Oak Lawn Direct Investment Fund GP, L.L.C; Diane Tobin; I35 Advisers, Inc.

Total raised
$43,662,978Cumulative sales reported on Form D
Investors
79
First sale
Sep 30, 2019
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Oak Lawn Direct Investment Fund GP, L.L.C; Diane Tobin; I35 Advisers, Inc
Latest Form D
Oct 29, 2024

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 CHC Direct Syndicate Fund, L.P.

What is the minimum investment for CHC Direct Syndicate Fund, L.P.?

CHC Direct Syndicate Fund, L.P.'s latest Form D, filed Oct 29, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in CHC Direct Syndicate Fund, L.P.?

CHC Direct Syndicate Fund, L.P. 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 CHC Direct Syndicate Fund, L.P. raised?

CHC Direct Syndicate Fund, L.P. reports $43,662,978 sold from 79 investors on its Form D filed Oct 29, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is CHC Direct Syndicate Fund, L.P. based?

CHC Direct Syndicate Fund, L.P. is based in Dallas, Texas.

When did CHC Direct Syndicate Fund, L.P. launch?

CHC Direct Syndicate Fund, L.P. reports its first sale in Sep 2019.

Size compared with every private investment fund

Raised more than 69% of the 879 private investment funds based in Texas, and more than 60% of all 10,255 that report sales.

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