Satori SunTree, LP is a private equity fund based in Dallas, Texas. According to its most recent Form D, filed Mar 27, 2018, it has sold $12,503,447 of interests to 33 investors since its first sale in Mar 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 William Holloway; Willie Houston; Randy Eisenman.
- Total raised
- $12,503,447Cumulative sales reported on Form D
- Investors
- 33
- First sale
- Mar 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
- William Holloway; Willie Houston; Randy Eisenman
- Latest Form D
- Mar 27, 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 Satori SunTree, LP
What is the minimum investment for Satori SunTree, LP?
Satori SunTree, LP's latest Form D, filed Mar 27, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Satori SunTree, LP?
Satori SunTree, 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 Satori SunTree, LP raised?
Satori SunTree, LP reports $12,503,447 sold from 33 investors on its Form D filed Mar 27, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Satori SunTree, LP based?
Satori SunTree, LP is based in Dallas, Texas.
When did Satori SunTree, LP launch?
Satori SunTree, LP reports its first sale in Mar 2018.
Size compared with every private equity fund
Raised more than 69% of the 1,401 private equity funds based in Texas, and more than 46% of all 8,896 that report sales.