Epq LLC, Amtb Ps
Epq LLC, Amtb Ps is a private equity fund based in San Francisco, California. According to its most recent Form D, filed Feb 24, 2020, it has sold $29,570,000 of interests to 147 investors since its first sale in Sep 2019. The filing does not set a minimum investment. 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 EPIQ Capital Group LLC.
- Total raised
- $29,570,000Cumulative sales reported on Form D
- Investors
- 147
- First sale
- Sep 24, 2019
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- EPIQ Capital Group LLC
- Latest Form D
- Feb 24, 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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Feb 24, 2020 | Amendment | $29,570,000 | 147 | SEC.gov ↗ |
| Oct 25, 2019 | Amendment | $29,570,000 | 133 | SEC.gov ↗ |
| Oct 1, 2019 | First notice | $23,685,000 | 132 | SEC.gov ↗ |
3 Form D filings in the SEC's electronic records (2008 onward), the earliest on Oct 1, 2019. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Epq LLC, Amtb Ps
What is the minimum investment for Epq LLC, Amtb Ps?
Epq LLC, Amtb Ps's latest Form D, filed Feb 24, 2020, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Epq LLC, Amtb Ps?
Epq LLC, Amtb Ps 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 Epq LLC, Amtb Ps raised?
Epq LLC, Amtb Ps reports $29,570,000 sold from 147 investors on its Form D filed Feb 24, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Epq LLC, Amtb Ps based?
Epq LLC, Amtb Ps is based in San Francisco, California.
When did Epq LLC, Amtb Ps launch?
Epq LLC, Amtb Ps reports its first sale in Sep 2019.
Size compared with every private equity fund
Raised more than 77% of the 1,747 private equity funds based in California, and more than 57% of all 8,950 that report sales.