SOF XII Private Investors, LLC is a private equity fund based in New York, New York. According to its most recent Form D, filed Dec 21, 2020, it has sold $656,820,000 of interests to 658 investors since its first sale in Sep 2020. The minimum investment it accepts from an outside investor is $50,000. 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 J.P. Morgan Private Investments Inc; Richard Ruffer; Grant Cellier.
- Total raised
- $656,820,000Cumulative sales reported on Form D
- Investors
- 658
- First sale
- Sep 30, 2020
- Minimum investment
- $50,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- J.P. Morgan Private Investments Inc; Richard Ruffer; Grant Cellier
- Latest Form D
- Dec 21, 2020
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Dec 21, 2020 | Amendment | $656,820,000 | 658 | SEC.gov ↗ |
| Oct 15, 2020 | First notice | $568,735,000 | 573 | SEC.gov ↗ |
2 Form D filings in the SEC's electronic records (2008 onward), the earliest on Oct 15, 2020. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about SOF XII Private Investors, LLC
What is the minimum investment for SOF XII Private Investors, LLC?
According to its latest Form D, filed Dec 21, 2020, the minimum investment SOF XII Private Investors, LLC accepts from an outside investor is $50,000.
Who can invest in SOF XII Private Investors, LLC?
SOF XII Private Investors, LLC 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 SOF XII Private Investors, LLC raised?
SOF XII Private Investors, LLC reports $656,820,000 sold from 658 investors on its Form D filed Dec 21, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is SOF XII Private Investors, LLC based?
SOF XII Private Investors, LLC is based in New York, New York.
When did SOF XII Private Investors, LLC launch?
SOF XII Private Investors, LLC reports its first sale in Sep 2020.
Size compared with every private equity fund
Raised more than 92% of the 3,669 private equity funds based in New York, and more than 92% of all 8,950 that report sales.
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