SEP River Valley, LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Nov 4, 2024, it has sold $5,155,000 of interests to 46 investors since its first sale in Nov 2024. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include William Junell; Sage Equity Partners GP V, LLC.
- Total raised
- $5,155,000Cumulative sales reported on Form D
- Investors
- 46
- First sale
- Nov 1, 2024
- 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
- Nov 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 River Valley, LP
What is the minimum investment for SEP River Valley, LP?
SEP River Valley, LP's latest Form D, filed Nov 4, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in SEP River Valley, LP?
SEP River Valley, 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 River Valley, LP raised?
SEP River Valley, LP reports $5,155,000 sold from 46 investors on its Form D filed Nov 4, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is SEP River Valley, LP based?
SEP River Valley, LP is based in Houston, Texas.
When did SEP River Valley, LP launch?
SEP River Valley, LP reports its first sale in Nov 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 61% of the 1,472 private equity funds based in Texas, and more than 35% of all 9,142 that report sales.