AltMountain

Continuity Partners Group, LLC

Fairfield, IA · CIK 1482628
Status: no Form D since Aug 2015. 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.

Continuity Partners Group, LLC is a private investment fund based in Fairfield, Iowa. According to its most recent Form D, filed Aug 14, 2015, it has sold $6,129,456 of interests to 26 investors since its first sale in Aug 2014. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Shane Westhoelter; Jerry Oliver; Wesley Bigler.

Total raised
$6,129,456Cumulative sales reported on Form D
Investors
26
First sale
Aug 22, 2014
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Shane Westhoelter; Jerry Oliver; Wesley Bigler
Latest Form D
Aug 14, 2015

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 Continuity Partners Group, LLC

What is the minimum investment for Continuity Partners Group, LLC?

Continuity Partners Group, LLC's latest Form D, filed Aug 14, 2015, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Continuity Partners Group, LLC?

Continuity Partners Group, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Continuity Partners Group, LLC raised?

Continuity Partners Group, LLC reports $6,129,456 sold from 26 investors on its Form D filed Aug 14, 2015. This is cumulative sales since the offering began, not current assets or performance.

Where is Continuity Partners Group, LLC based?

Continuity Partners Group, LLC is based in Fairfield, Iowa.

When did Continuity Partners Group, LLC launch?

Continuity Partners Group, LLC reports its first sale in Aug 2014.

Size compared with every private investment fund

Raised more than 71% of the 48 private investment funds based in Iowa, and more than 35% of all 10,263 that report sales.

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