AltMountain

PGI Assets, L.P.

Buffalo, NY · CIK 1881844
Status: no Form D since Oct 2021. 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.

PGI Assets, L.P. is a private investment fund based in Buffalo, New York. According to its most recent Form D, filed Oct 27, 2021, it has sold $5,335,000 of interests to 28 investors since its first sale in Oct 2021. The minimum investment it accepts from an outside investor is $20,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Richard Gioia.

Total raised
$5,335,000Cumulative sales reported on Form D
Investors
28
First sale
Oct 14, 2021
Minimum investment
$20,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Richard Gioia
Latest Form D
Oct 27, 2021

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 PGI Assets, L.P.

What is the minimum investment for PGI Assets, L.P.?

According to its latest Form D, filed Oct 27, 2021, the minimum investment PGI Assets, L.P. accepts from an outside investor is $20,000.

Who can invest in PGI Assets, L.P.?

PGI Assets, L.P. is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has PGI Assets, L.P. raised?

PGI Assets, L.P. reports $5,335,000 sold from 28 investors on its Form D filed Oct 27, 2021. This is cumulative sales since the offering began, not current assets or performance.

Where is PGI Assets, L.P. based?

PGI Assets, L.P. is based in Buffalo, New York.

When did PGI Assets, L.P. launch?

PGI Assets, L.P. reports its first sale in Oct 2021.

Size compared with every private investment fund

Raised more than 41% of the 2,824 private investment funds based in New York, and more than 33% of all 10,270 that report sales.

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