AltMountain

PEG Aggregator 2023 L.P.

New York, NY · CIK 1961585
Status: no Form D since Jun 2023. 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.

PEG Aggregator 2023 L.P. is a private equity fund based in New York, New York. According to its most recent Form D, filed Jun 12, 2023, it has sold $460,000,000 of interests to 7 investors since its first sale in Feb 2023. The minimum investment it accepts from an outside investor is $12,000,000. 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 Vetrece Martin; J.P. Morgan Investment Management Inc; Dan Smith.

Total raised
$460,000,000Cumulative sales reported on Form D
Investors
7
First sale
Feb 21, 2023
Minimum investment
$12,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Vetrece Martin; J.P. Morgan Investment Management Inc; Dan Smith
Latest Form D
Jun 12, 2023

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 PEG Aggregator 2023 L.P.

What is the minimum investment for PEG Aggregator 2023 L.P.?

According to its latest Form D, filed Jun 12, 2023, the minimum investment PEG Aggregator 2023 L.P. accepts from an outside investor is $12,000,000.

Who can invest in PEG Aggregator 2023 L.P.?

PEG Aggregator 2023 L.P. 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 PEG Aggregator 2023 L.P. raised?

PEG Aggregator 2023 L.P. reports $460,000,000 sold from 7 investors on its Form D filed Jun 12, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is PEG Aggregator 2023 L.P. based?

PEG Aggregator 2023 L.P. is based in New York, New York.

When did PEG Aggregator 2023 L.P. launch?

PEG Aggregator 2023 L.P. reports its first sale in Feb 2023.

Size compared with every private equity fund

Raised more than 90% of the 3,669 private equity funds based in New York, and more than 89% of all 8,950 that report sales.

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