Surge TES Partners LP is a private equity fund based in Dallas, Texas. According to its most recent Form D, filed Mar 17, 2023, it has sold $3,500,000 of interests to 17 investors since its first sale in Mar 2023. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Lewis Sharp.
- Total raised
- $3,500,000Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Mar 2, 2023
- Minimum investment
- $25,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Lewis Sharp
- Latest Form D
- Mar 17, 2023
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 Surge TES Partners LP
What is the minimum investment for Surge TES Partners LP?
According to its latest Form D, filed Mar 17, 2023, the minimum investment Surge TES Partners LP accepts from an outside investor is $25,000.
Who can invest in Surge TES Partners LP?
Surge TES Partners LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Surge TES Partners LP raised?
Surge TES Partners LP reports $3,500,000 sold from 17 investors on its Form D filed Mar 17, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Surge TES Partners LP based?
Surge TES Partners LP is based in Dallas, Texas.
When did Surge TES Partners LP launch?
Surge TES Partners LP reports its first sale in Mar 2023.
Size compared with every private equity fund
Raised more than 58% of the 1,404 private equity funds based in Texas, and more than 31% of all 8,918 that report sales.