Roundtable SMD Partnership LP is a private equity fund based in New York, New York. According to its most recent Form D, filed Sep 12, 2018, it has sold $1,352,700 of interests to 5 investors since its first sale in Aug 2018. The filing does not set a minimum investment. 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 Roundtable SMD GP LLC; Geoffrey Boisi; Joseph Kopilak.
- Total raised
- $1,352,700Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Aug 29, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Roundtable SMD GP LLC; Geoffrey Boisi; Joseph Kopilak
- Latest Form D
- Sep 12, 2018
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 Roundtable SMD Partnership LP
What is the minimum investment for Roundtable SMD Partnership LP?
Roundtable SMD Partnership LP's latest Form D, filed Sep 12, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Roundtable SMD Partnership LP?
Roundtable SMD Partnership 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 Roundtable SMD Partnership LP raised?
Roundtable SMD Partnership LP reports $1,352,700 sold from 5 investors on its Form D filed Sep 12, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Roundtable SMD Partnership LP based?
Roundtable SMD Partnership LP is based in New York, New York.
When did Roundtable SMD Partnership LP launch?
Roundtable SMD Partnership LP reports its first sale in Aug 2018.
Size compared with every private equity fund
Raised more than 50% of the 3,662 private equity funds based in New York, and more than 23% of all 8,896 that report sales.