AltMountain

Civitas Trinity Fund, LP

Dallas, TX · CIK 1619451
Status: no Form D since Dec 2014. 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.

Civitas Trinity Fund, LP is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Dec 30, 2014, it has sold $548,000 of interests to 1 investor since its first sale in Dec 2012. 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 Daniel Healy; Civitas Trinity Fund GP, LP; Civitas Capital Management, LLC.

Total raised
$548,000Cumulative sales reported on Form D
Investors
1
First sale
Dec 6, 2012
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
Daniel Healy; Civitas Trinity Fund GP, LP; Civitas Capital Management, LLC
Latest Form D
Dec 30, 2014

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 Civitas Trinity Fund, LP

What is the minimum investment for Civitas Trinity Fund, LP?

According to its latest Form D, filed Dec 30, 2014, the minimum investment Civitas Trinity Fund, LP accepts from an outside investor is $500,000.

Who can invest in Civitas Trinity Fund, LP?

Civitas Trinity Fund, 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 Civitas Trinity Fund, LP raised?

Civitas Trinity Fund, LP reports $548,000 sold from 1 investor on its Form D filed Dec 30, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is Civitas Trinity Fund, LP based?

Civitas Trinity Fund, LP is based in Dallas, Texas.

When did Civitas Trinity Fund, LP launch?

Civitas Trinity Fund, LP reports its first sale in Dec 2012.

Size compared with every private investment fund

Raised more than 31% of the 879 private investment funds based in Texas, and more than 10% of all 10,287 that report sales.

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