Roundtable WI Partnership LP is a private equity fund based in New York, New York. According to its most recent Form D, filed Oct 3, 2017, it has sold $9,256,000 of interests to 13 investors since its first sale in Sep 2017. 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 Geoffrey Boisi; Casey Sellers; Joseph Kopilak.
- Total raised
- $9,256,000Cumulative sales reported on Form D
- Investors
- 13
- First sale
- Sep 21, 2017
- 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
- Geoffrey Boisi; Casey Sellers; Joseph Kopilak
- Latest Form D
- Oct 3, 2017
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 WI Partnership LP
What is the minimum investment for Roundtable WI Partnership LP?
Roundtable WI Partnership LP's latest Form D, filed Oct 3, 2017, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Roundtable WI Partnership LP?
Roundtable WI 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 WI Partnership LP raised?
Roundtable WI Partnership LP reports $9,256,000 sold from 13 investors on its Form D filed Oct 3, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Roundtable WI Partnership LP based?
Roundtable WI Partnership LP is based in New York, New York.
When did Roundtable WI Partnership LP launch?
Roundtable WI Partnership LP reports its first sale in Sep 2017.
Size compared with every private equity fund
Raised more than 58% of the 3,655 private equity funds based in New York, and more than 41% of all 8,883 that report sales.