OT Holdings LP is a private equity fund based in Dallas, Texas. According to its most recent Form D, filed May 18, 2018, it has sold $109,458,933 of interests to 7 investors since its first sale in May 2018. 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 Sarah Bradley; William Neisel; Kevin Elliott.
- Total raised
- $109,458,933Cumulative sales reported on Form D
- Investors
- 7
- First sale
- May 14, 2018
- 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
- Sarah Bradley; William Neisel; Kevin Elliott
- Latest Form D
- May 18, 2018
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 OT Holdings LP
What is the minimum investment for OT Holdings LP?
OT Holdings LP's latest Form D, filed May 18, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in OT Holdings LP?
OT Holdings 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 OT Holdings LP raised?
OT Holdings LP reports $109,458,933 sold from 7 investors on its Form D filed May 18, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is OT Holdings LP based?
OT Holdings LP is based in Dallas, Texas.
When did OT Holdings LP launch?
OT Holdings LP reports its first sale in May 2018.
Size compared with every private equity fund
Raised more than 87% of the 1,404 private equity funds based in Texas, and more than 74% of all 8,918 that report sales.