AltMountain

Summerview LP

San Francisco, CA · CIK 1810719
506(c)
Status: no Form D since May 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.

Summerview LP is a private equity fund based in San Francisco, California. According to its most recent Form D, filed May 5, 2020, it has sold $6,500,000 of interests to 26 investors since its first sale in Mar 2020. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Derek Flores; William Chu; Benjamin Jiang.

Total raised
$6,500,000Cumulative sales reported on Form D
Investors
26
First sale
Mar 27, 2020
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Derek Flores; William Chu; Benjamin Jiang
Latest Form D
May 5, 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 Summerview LP

What is the minimum investment for Summerview LP?

According to its latest Form D, filed May 5, 2020, the minimum investment Summerview LP accepts from an outside investor is $25,000.

Who can invest in Summerview LP?

Summerview LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Summerview LP raised?

Summerview LP reports $6,500,000 sold from 26 investors on its Form D filed May 5, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Summerview LP based?

Summerview LP is based in San Francisco, California.

When did Summerview LP launch?

Summerview LP reports its first sale in Mar 2020.

Size compared with every private equity fund

Raised more than 63% of the 1,737 private equity funds based in California, and more than 38% of all 8,864 that report sales.

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