Private Opportunistic Assets II - Tax-Exempt, LP
Private Opportunistic Assets II - Tax-Exempt, LP is a private equity fund based in Boston, Massachusetts. According to its most recent Form D, filed Feb 21, 2025, it has sold $40,990,000 of interests to 23 investors since its first sale in Dec 2023. The minimum investment it accepts from an outside investor is $100,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Antony Abbiati; SCS Capital Management, LLC; Stephen Carlson.
- Total raised
- $40,990,000Cumulative sales reported on Form D
- Investors
- 23
- First sale
- Dec 5, 2023
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Antony Abbiati; SCS Capital Management, LLC; Stephen Carlson
- Latest Form D
- Feb 21, 2025
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 Private Opportunistic Assets II - Tax-Exempt, LP
What is the minimum investment for Private Opportunistic Assets II - Tax-Exempt, LP?
According to its latest Form D, filed Feb 21, 2025, the minimum investment Private Opportunistic Assets II - Tax-Exempt, LP accepts from an outside investor is $100,000.
Who can invest in Private Opportunistic Assets II - Tax-Exempt, LP?
Private Opportunistic Assets II - Tax-Exempt, LP 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 Private Opportunistic Assets II - Tax-Exempt, LP raised?
Private Opportunistic Assets II - Tax-Exempt, LP reports $40,990,000 sold from 23 investors on its Form D filed Feb 21, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Private Opportunistic Assets II - Tax-Exempt, LP based?
Private Opportunistic Assets II - Tax-Exempt, LP is based in Boston, Massachusetts and is managed by SCS Capital Management LLC.
When did Private Opportunistic Assets II - Tax-Exempt, LP launch?
Private Opportunistic Assets II - Tax-Exempt, LP reports its first sale in Dec 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 64% of the 464 private equity funds based in Massachusetts, and more than 61% of all 9,142 that report sales.
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