Fi3 Capital Private Equity 2024, LP
Fi3 Capital Private Equity 2024, LP is a private equity fund based in West Conshohocken, Pennsylvania. According to its most recent Form D, filed Mar 19, 2025, it has sold $29,300,000 of interests to 59 investors since its first sale in Jan 2024. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include PPB Fi3 CPE Mgt LLC; Brendan Lake; Fi3 Financial Advisors, LLC.
- Total raised
- $29,300,000Cumulative sales reported on Form D
- Investors
- 59
- First sale
- Jan 15, 2024
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- PPB Fi3 CPE Mgt LLC; Brendan Lake; Fi3 Financial Advisors, LLC
- Latest Form D
- Mar 19, 2025
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 Fi3 Capital Private Equity 2024, LP
What is the minimum investment for Fi3 Capital Private Equity 2024, LP?
According to its latest Form D, filed Mar 19, 2025, the minimum investment Fi3 Capital Private Equity 2024, LP accepts from an outside investor is $500,000.
Who can invest in Fi3 Capital Private Equity 2024, LP?
Fi3 Capital Private Equity 2024, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Fi3 Capital Private Equity 2024, LP raised?
Fi3 Capital Private Equity 2024, LP reports $29,300,000 sold from 59 investors on its Form D filed Mar 19, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Fi3 Capital Private Equity 2024, LP based?
Fi3 Capital Private Equity 2024, LP is based in West Conshohocken, Pennsylvania and is managed by Fi3 Financial Advisors, LLC.
When did Fi3 Capital Private Equity 2024, LP launch?
Fi3 Capital Private Equity 2024, LP reports its first sale in Jan 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 63% of the 267 private equity funds based in Pennsylvania, and more than 56% of all 9,142 that report sales.