AltMountain

SRC Wm LP

San Francisco, CA · CIK 1833572
Status: no Form D since Nov 2020. 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.

SRC Wm LP is a private investment fund based in San Francisco, California. Its most recent Form D, filed Nov 24, 2020, reports no sales yet. The minimum investment it accepts from an outside investor is $1,000,000. 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 Peter Lee; SRC LLC.

Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$1,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Peter Lee; SRC LLC
Latest Form D
Nov 24, 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

Questions about SRC Wm LP

What is the minimum investment for SRC Wm LP?

According to its latest Form D, filed Nov 24, 2020, the minimum investment SRC Wm LP accepts from an outside investor is $1,000,000.

Who can invest in SRC Wm LP?

SRC Wm 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 SRC Wm LP raised?

SRC Wm LP's latest Form D, filed Nov 24, 2020, reports no sales yet.

Where is SRC Wm LP based?

SRC Wm LP is based in San Francisco, California.

Size compared with every private investment fund

This fund hasn't reported any sales yet.

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