Lumos Everest LP is a private equity fund based in New York, New York. According to its most recent Form D, filed May 17, 2021, it has sold $24,205,000 of interests to 14 investors since its first sale in Apr 2021. 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 James Tieng; Victor Hu; LCG GP LLC.
- Total raised
- $24,205,000Cumulative sales reported on Form D
- Investors
- 14
- First sale
- Apr 27, 2021
- 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
- James Tieng; Victor Hu; LCG GP LLC
- Latest Form D
- May 17, 2021
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 Lumos Everest LP
What is the minimum investment for Lumos Everest LP?
Lumos Everest LP's latest Form D, filed May 17, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Lumos Everest LP?
Lumos Everest 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 Lumos Everest LP raised?
Lumos Everest LP reports $24,205,000 sold from 14 investors on its Form D filed May 17, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Lumos Everest LP based?
Lumos Everest LP is based in New York, New York.
When did Lumos Everest LP launch?
Lumos Everest LP reports its first sale in Apr 2021.
Size compared with every private equity fund
Raised more than 64% of the 3,665 private equity funds based in New York, and more than 54% of all 8,896 that report sales.