Jubilee Royalty IV LP
Jubilee Royalty IV LP is an energy fund based in New York, New York. According to its most recent Form D, filed Feb 3, 2022, it has sold $33,000 of interests to 4 investors since its first sale in Jan 2022. The filing does not set a minimum investment. 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. Related persons named in the filing include Timothy Kotzman.
- Total raised
- $33,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Jan 27, 2022
- Minimum investment
- None set
- 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
- Timothy Kotzman
- Latest Form D
- Feb 3, 2022
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 Jubilee Royalty IV LP
What is the minimum investment for Jubilee Royalty IV LP?
Jubilee Royalty IV LP's latest Form D, filed Feb 3, 2022, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Jubilee Royalty IV LP?
Jubilee Royalty IV 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 Jubilee Royalty IV LP raised?
Jubilee Royalty IV LP reports $33,000 sold from 4 investors on its Form D filed Feb 3, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Jubilee Royalty IV LP based?
Jubilee Royalty IV LP is based in New York, New York.
When did Jubilee Royalty IV LP launch?
Jubilee Royalty IV LP reports its first sale in Jan 2022.
Size compared with every energy fund
Raised more than 33% of the 9 energy funds based in New York, and more than 2% of all 332 that report sales.