CP Puma, LLC
CP Puma, LLC is a private equity fund organized in Delaware, United States and advised by Heartwood Partners, LLC. Its adviser reported $123,600,000 in gross assets for the fund on Form ADV, filed Mar 27, 2024. It reported 15 beneficial owners. The minimum investment it accepts is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $123,600,000As reported on Form ADV
- Beneficial owners
- 15
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private equity fund
- Domicile
- Delaware, United States
- Auditor
- Deloitte & Touche LLP
- Custodian
- Silicon Valley Bank; Cibc Bank USA
- Adviser
- Heartwood Partners, LLC · Norwalk, CT · CRD 313052
- Reported on
- Mar 27, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about CP Puma, LLC
What is the minimum investment for CP Puma, LLC?
According to its adviser's Form ADV filed Mar 27, 2024, the minimum investment CP Puma, LLC accepts is $100,000.
Who can invest in CP Puma, LLC?
CP Puma, LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is CP Puma, LLC?
Its adviser reported $123,600,000 in gross assets on Form ADV filed Mar 27, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages CP Puma, LLC?
CP Puma, LLC is advised by Heartwood Partners, LLC, based in Norwalk, CT.
Who are CP Puma, LLC's service providers?
Its Form ADV lists Deloitte & Touche LLP as auditor.