AltMountain

CPC Stonegate SBS, LP

Dallas, TX · CIK 1806514
Status: no Form D since Mar 2020. 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.

CPC Stonegate SBS, LP is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Mar 13, 2020, it has sold $7,479,798 of interests to 41 investors since its first sale in Mar 2020. The minimum investment it accepts from an outside investor is $10,000. 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 Royal Carson IV; Royal Carson III; Michael Hearne.

Total raised
$7,479,798Cumulative sales reported on Form D
Investors
41
First sale
Mar 3, 2020
Minimum investment
$10,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Royal Carson IV; Royal Carson III; Michael Hearne
Latest Form D
Mar 13, 2020

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 CPC Stonegate SBS, LP

What is the minimum investment for CPC Stonegate SBS, LP?

According to its latest Form D, filed Mar 13, 2020, the minimum investment CPC Stonegate SBS, LP accepts from an outside investor is $10,000.

Who can invest in CPC Stonegate SBS, LP?

CPC Stonegate SBS, LP 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 CPC Stonegate SBS, LP raised?

CPC Stonegate SBS, LP reports $7,479,798 sold from 41 investors on its Form D filed Mar 13, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is CPC Stonegate SBS, LP based?

CPC Stonegate SBS, LP is based in Dallas, Texas.

When did CPC Stonegate SBS, LP launch?

CPC Stonegate SBS, LP reports its first sale in Mar 2020.

Size compared with every private investment fund

Raised more than 51% of the 879 private investment funds based in Texas, and more than 37% of all 10,270 that report sales.

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