AltMountain

Karmel Capital SOF LP

Solana Beach, CA · CIK 1778576
Status: no Form D since Jan 2022. 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.

Karmel Capital SOF LP is a private investment fund based in Solana Beach, California. According to its most recent Form D, filed Jan 11, 2022, it has sold $13,900,000 of interests to 46 investors since its first sale in Jun 2019. 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 Christian Buckley; James Brailean; Karmel Capital Management LLC.

Total raised
$13,900,000Cumulative sales reported on Form D
Investors
46
First sale
Jun 10, 2019
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
Christian Buckley; James Brailean; Karmel Capital Management LLC
Latest Form D
Jan 11, 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 Karmel Capital SOF LP

What is the minimum investment for Karmel Capital SOF LP?

Karmel Capital SOF LP's latest Form D, filed Jan 11, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Karmel Capital SOF LP?

Karmel Capital SOF 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 Karmel Capital SOF LP raised?

Karmel Capital SOF LP reports $13,900,000 sold from 46 investors on its Form D filed Jan 11, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Karmel Capital SOF LP based?

Karmel Capital SOF LP is based in Solana Beach, California.

When did Karmel Capital SOF LP launch?

Karmel Capital SOF LP reports its first sale in Jun 2019.

Size compared with every private investment fund

Raised more than 64% of the 1,711 private investment funds based in California, and more than 46% of all 10,248 that report sales.

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