PB U/X Partners, LLC
PB U/X Partners, LLC is a private investment fund based in Jackson, Wyoming. According to its most recent Form D, filed Sep 12, 2024, it has sold $11,094,930 of interests to 31 investors since its first sale in Oct 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 David Pulliam; PB Capital Management, LLC.
- Total raised
- $11,094,930Cumulative sales reported on Form D
- Investors
- 31
- First sale
- Oct 1, 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
- David Pulliam; PB Capital Management, LLC
- Latest Form D
- Sep 12, 2024
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 PB U/X Partners, LLC
What is the minimum investment for PB U/X Partners, LLC?
PB U/X Partners, LLC's latest Form D, filed Sep 12, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in PB U/X Partners, LLC?
PB U/X Partners, LLC 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 PB U/X Partners, LLC raised?
PB U/X Partners, LLC reports $11,094,930 sold from 31 investors on its Form D filed Sep 12, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is PB U/X Partners, LLC based?
PB U/X Partners, LLC is based in Jackson, Wyoming.
When did PB U/X Partners, LLC launch?
PB U/X Partners, LLC reports its first sale in Oct 2019.
Size compared with every private investment fund
Raised more than 84% of the 45 private investment funds based in Wyoming, and more than 43% of all 10,287 that report sales.