AltMountain

Fin-Sm-Sma, LP

San Francisco, CA · CIK 2017396
Status: no Form D since Mar 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.

Fin-Sm-Sma, LP is a private equity fund based in San Francisco, California. According to its most recent Form D, filed Mar 29, 2024, it has sold $1,500,000 of interests to 1 investor since its first sale in Oct 2023. 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 Logan Allin; Fin Regatta II, LLC.

Total raised
$1,500,000Cumulative sales reported on Form D
Investors
1
First sale
Oct 26, 2023
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
Logan Allin; Fin Regatta II, LLC
Latest Form D
Mar 29, 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 Fin-Sm-Sma, LP

What is the minimum investment for Fin-Sm-Sma, LP?

Fin-Sm-Sma, LP's latest Form D, filed Mar 29, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Fin-Sm-Sma, LP?

Fin-Sm-Sma, 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 Fin-Sm-Sma, LP raised?

Fin-Sm-Sma, LP reports $1,500,000 sold from 1 investor on its Form D filed Mar 29, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Fin-Sm-Sma, LP based?

Fin-Sm-Sma, LP is based in San Francisco, California.

When did Fin-Sm-Sma, LP launch?

Fin-Sm-Sma, LP reports its first sale in Oct 2023.

Size compared with every private equity fund

Raised more than 53% of the 1,740 private equity funds based in California, and more than 24% of all 8,896 that report sales.

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