AltMountain

SEP Bryan Retail Dev, LP

Houston, TX · CIK 2003929
Status: no Form D since Jan 2024. 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.

SEP Bryan Retail Dev, LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Jan 4, 2024, it has sold $1,810,000 of interests to 28 investors since its first sale in Dec 2023. 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 William Junell; Sage Equity Partners GP V, LLC.

Total raised
$1,810,000Cumulative sales reported on Form D
Investors
28
First sale
Dec 22, 2023
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
William Junell; Sage Equity Partners GP V, LLC
Latest Form D
Jan 4, 2024

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 SEP Bryan Retail Dev, LP

What is the minimum investment for SEP Bryan Retail Dev, LP?

SEP Bryan Retail Dev, LP's latest Form D, filed Jan 4, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in SEP Bryan Retail Dev, LP?

SEP Bryan Retail Dev, 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 SEP Bryan Retail Dev, LP raised?

SEP Bryan Retail Dev, LP reports $1,810,000 sold from 28 investors on its Form D filed Jan 4, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is SEP Bryan Retail Dev, LP based?

SEP Bryan Retail Dev, LP is based in Houston, Texas.

When did SEP Bryan Retail Dev, LP launch?

SEP Bryan Retail Dev, LP reports its first sale in Dec 2023.

Size compared with every private equity fund

Raised more than 53% of the 1,407 private equity funds based in Texas, and more than 25% of all 8,888 that report sales.

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