AltMountain

Surety Partners, LLC

Lenoir, NC · CIK 1462920
Status: no Form D since Jul 2009. 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.

Surety Partners, LLC is a private investment fund based in Lenoir, North Carolina. According to its most recent Form D, filed Jul 16, 2009, it has sold $25,505,864 of interests to 39 investors since its first sale in Mar 2006. The minimum investment it accepts from an outside investor is $250,000. Related persons named in the filing include Dan Wakin; Markham Broyhill.

Total raised
$25,505,864Cumulative sales reported on Form D
Investors
39
First sale
Mar 1, 2006
Minimum investment
$250,000
Who can invest
Not stated
Offering exemption
Other exemption
Key people and entities
Dan Wakin; Markham Broyhill
Latest Form D
Jul 16, 2009

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 Surety Partners, LLC

What is the minimum investment for Surety Partners, LLC?

According to its latest Form D, filed Jul 16, 2009, the minimum investment Surety Partners, LLC accepts from an outside investor is $250,000.

Who can invest in Surety Partners, LLC?

Surety Partners, LLC is generally open only to investors who meet the eligibility rules in its offering documents.

How much has Surety Partners, LLC raised?

Surety Partners, LLC reports $25,505,864 sold from 39 investors on its Form D filed Jul 16, 2009. This is cumulative sales since the offering began, not current assets or performance.

Where is Surety Partners, LLC based?

Surety Partners, LLC is based in Lenoir, North Carolina.

When did Surety Partners, LLC launch?

Surety Partners, LLC reports its first sale in Mar 2006.

Size compared with every private investment fund

Raised more than 59% of the 245 private investment funds based in North Carolina, and more than 54% of all 10,266 that report sales.

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