AltMountain

Patient Square Equity Executives, LP

Menlo Park, CA · CIK 1867591
Status: no Form D since Jun 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.

Patient Square Equity Executives, LP is a private equity fund based in Menlo Park, California. According to its most recent Form D, filed Jun 22, 2022, it has sold $77,950,000 of interests to 5 investors since its first sale in Jun 2021. 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 Maria Walker; Adam Fliss; James Momtazee.

Total raised
$77,950,000Cumulative sales reported on Form D
Investors
5
First sale
Jun 23, 2021
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
Maria Walker; Adam Fliss; James Momtazee
Latest Form D
Jun 22, 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 Patient Square Equity Executives, LP

What is the minimum investment for Patient Square Equity Executives, LP?

Patient Square Equity Executives, LP's latest Form D, filed Jun 22, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Patient Square Equity Executives, LP?

Patient Square Equity Executives, 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 Patient Square Equity Executives, LP raised?

Patient Square Equity Executives, LP reports $77,950,000 sold from 5 investors on its Form D filed Jun 22, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Patient Square Equity Executives, LP based?

Patient Square Equity Executives, LP is based in Menlo Park, California.

When did Patient Square Equity Executives, LP launch?

Patient Square Equity Executives, LP reports its first sale in Jun 2021.

Size compared with every private equity fund

Raised more than 85% of the 1,744 private equity funds based in California, and more than 69% of all 8,896 that report sales.

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