Stellus XCXP/BLC, LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Oct 8, 2014, it has sold $8,928,571 of interests to 8 investors since its first sale in Sep 2013. 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 Joshua Davis; Todd Overbergen; W Huskinson.
- Total raised
- $8,928,571Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Sep 25, 2013
- 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
- Joshua Davis; Todd Overbergen; W Huskinson
- Latest Form D
- Oct 8, 2014
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 Stellus XCXP/BLC, LP
What is the minimum investment for Stellus XCXP/BLC, LP?
Stellus XCXP/BLC, LP's latest Form D, filed Oct 8, 2014, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Stellus XCXP/BLC, LP?
Stellus XCXP/BLC, 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 Stellus XCXP/BLC, LP raised?
Stellus XCXP/BLC, LP reports $8,928,571 sold from 8 investors on its Form D filed Oct 8, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Stellus XCXP/BLC, LP based?
Stellus XCXP/BLC, LP is based in Houston, Texas.
When did Stellus XCXP/BLC, LP launch?
Stellus XCXP/BLC, LP reports its first sale in Sep 2013.
Size compared with every private equity fund
Raised more than 65% of the 1,406 private equity funds based in Texas, and more than 41% of all 8,896 that report sales.