AltMountain

Secondaries Portfolio 2023 LP

San Francisco, CA · CIK 1948798 · Sponsor: Secondaries Portfolio GP I LP
Status: no Form D since Jun 2023. 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.

Secondaries Portfolio 2023 LP is a private investment fund based in San Francisco, California. According to its most recent Form D, filed Jun 9, 2023, it has sold $334,971,373 of interests to 136 investors since its first sale in Nov 2022. 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 Secondaries Portfolio GP I LP; Divesh Makan.

Total raised
$334,971,373Cumulative sales reported on Form D
Investors
136
First sale
Nov 14, 2022
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
Secondaries Portfolio GP I LP; Divesh Makan
Latest Form D
Jun 9, 2023

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 Secondaries Portfolio 2023 LP

What is the minimum investment for Secondaries Portfolio 2023 LP?

Secondaries Portfolio 2023 LP's latest Form D, filed Jun 9, 2023, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Secondaries Portfolio 2023 LP?

Secondaries Portfolio 2023 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 Secondaries Portfolio 2023 LP raised?

Secondaries Portfolio 2023 LP reports $334,971,373 sold from 136 investors on its Form D filed Jun 9, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Secondaries Portfolio 2023 LP based?

Secondaries Portfolio 2023 LP is based in San Francisco, California.

When did Secondaries Portfolio 2023 LP launch?

Secondaries Portfolio 2023 LP reports its first sale in Nov 2022.

Size compared with every private investment fund

Raised more than 91% of the 1,719 private investment funds based in California, and more than 84% of all 10,333 that report sales.

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