Montezuma Fund LP is a private equity fund based in Boulder, Colorado. According to its most recent Form D, filed Mar 19, 2015, it has sold $2,263,375 of interests to 58 investors since its first sale in Jun 2014. The minimum investment it accepts from an outside investor is $100,000. 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 Eric Kramer; Robert Bonnette.
- Total raised
- $2,263,375Cumulative sales reported on Form D
- Investors
- 58
- First sale
- Jun 26, 2014
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Eric Kramer; Robert Bonnette
- Latest Form D
- Mar 19, 2015
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 Montezuma Fund LP
What is the minimum investment for Montezuma Fund LP?
According to its latest Form D, filed Mar 19, 2015, the minimum investment Montezuma Fund LP accepts from an outside investor is $100,000.
Who can invest in Montezuma Fund LP?
Montezuma Fund 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 Montezuma Fund LP raised?
Montezuma Fund LP reports $2,263,375 sold from 58 investors on its Form D filed Mar 19, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Montezuma Fund LP based?
Montezuma Fund LP is based in Boulder, Colorado.
When did Montezuma Fund LP launch?
Montezuma Fund LP reports its first sale in Jun 2014.
Size compared with every private equity fund
Raised more than 36% of the 133 private equity funds based in Colorado, and more than 27% of all 8,896 that report sales.