AltMountain

Portico Fund LP

Erie, PA · CIK 1977525
Status: no Form D since Aug 2024. 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.

Portico Fund LP is a private investment fund based in Erie, Pennsylvania. According to its most recent Form D, filed Aug 7, 2024, it has sold $380,000 of interests to 3 investors since its first sale in Jul 2023. The minimum investment it accepts from an outside investor is $50,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Stephen Waterford; Clearwater Investments LLC.

Total raised
$380,000Cumulative sales reported on Form D
Investors
3
First sale
Jul 1, 2023
Minimum investment
$50,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Net asset value range
$1 - $5,000,000Self-reported
Key people and entities
Stephen Waterford; Clearwater Investments LLC
Latest Form D
Aug 7, 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 Portico Fund LP

What is the minimum investment for Portico Fund LP?

According to its latest Form D, filed Aug 7, 2024, the minimum investment Portico Fund LP accepts from an outside investor is $50,000.

Who can invest in Portico Fund LP?

Portico Fund LP 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 Portico Fund LP raised?

Portico Fund LP reports $380,000 sold from 3 investors on its Form D filed Aug 7, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is Portico Fund LP based?

Portico Fund LP is based in Erie, Pennsylvania.

When did Portico Fund LP launch?

Portico Fund LP reports its first sale in Jul 2023.

Size compared with every private investment fund

Raised more than 11% of the 291 private investment funds based in Pennsylvania, and more than 7% of all 10,333 that report sales.

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