AltMountain

Donaldson Joint Venture

Frisco, TX · CIK 2026266
Status: no Form D since Jun 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.

Donaldson Joint Venture is an energy fund based in Frisco, Texas. According to its most recent Form D, filed Jun 7, 2024, it has sold $112,475 of interests to 3 investors since its first sale in Jun 2024. 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 Jeremy Pledger.

Total raised
$112,475Cumulative sales reported on Form D
Investors
3
First sale
Jun 5, 2024
Minimum investment
None set
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeremy Pledger
Latest Form D
Jun 7, 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 Donaldson Joint Venture

What is the minimum investment for Donaldson Joint Venture?

Donaldson Joint Venture's latest Form D, filed Jun 7, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Donaldson Joint Venture?

Donaldson Joint Venture 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 Donaldson Joint Venture raised?

Donaldson Joint Venture reports $112,475 sold from 3 investors on its Form D filed Jun 7, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Donaldson Joint Venture based?

Donaldson Joint Venture is based in Frisco, Texas.

When did Donaldson Joint Venture launch?

Donaldson Joint Venture reports its first sale in Jun 2024.

Size compared with every energy fund

Raised more than 47% of the 349 energy funds based in Texas, and more than 7% of all 332 that report sales.

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