SEP New Forest, LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Nov 5, 2021, it has sold $3,075,000 of interests to 38 investors since its first sale in Nov 2021. 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 III, LLC; William Junell.
- Total raised
- $3,075,000Cumulative sales reported on Form D
- Investors
- 38
- First sale
- Nov 4, 2021
- 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 III, LLC; William Junell
- Latest Form D
- Nov 5, 2021
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 New Forest, LP
What is the minimum investment for SEP New Forest, LP?
SEP New Forest, LP's latest Form D, filed Nov 5, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in SEP New Forest, LP?
SEP New Forest, 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 SEP New Forest, LP raised?
SEP New Forest, LP reports $3,075,000 sold from 38 investors on its Form D filed Nov 5, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is SEP New Forest, LP based?
SEP New Forest, LP is based in Houston, Texas.
When did SEP New Forest, LP launch?
SEP New Forest, LP reports its first sale in Nov 2021.
Size compared with every private equity fund
Raised more than 56% of the 1,401 private equity funds based in Texas, and more than 30% of all 8,896 that report sales.