AltMountain

Sage Equity Partners CS, LP

Houston, TX · CIK 1755871
Status: no Form D since Nov 2018. 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.

Sage Equity Partners CS, LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Nov 13, 2018, it has sold $4,025,000 of interests to 33 investors since its first sale in Nov 2018. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Sage Equity Partners GP I, LLC; William Junell.

Total raised
$4,025,000Cumulative sales reported on Form D
Investors
33
First sale
Nov 9, 2018
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Sage Equity Partners GP I, LLC; William Junell
Latest Form D
Nov 13, 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 Sage Equity Partners CS, LP

What is the minimum investment for Sage Equity Partners CS, LP?

Sage Equity Partners CS, LP's latest Form D, filed Nov 13, 2018, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Sage Equity Partners CS, LP?

Sage Equity Partners CS, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Sage Equity Partners CS, LP raised?

Sage Equity Partners CS, LP reports $4,025,000 sold from 33 investors on its Form D filed Nov 13, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is Sage Equity Partners CS, LP based?

Sage Equity Partners CS, LP is based in Houston, Texas.

When did Sage Equity Partners CS, LP launch?

Sage Equity Partners CS, LP reports its first sale in Nov 2018.

Size compared with every private equity fund

Raised more than 59% of the 1,403 private equity funds based in Texas, and more than 33% of all 8,950 that report sales.

Other funds with the same team

More private equity funds in Houston

Similar-size private equity funds in Texas

All private equity funds in Texas