AltMountain

TAO 3.0 Equity, L.P.

Fort Worth, TX · CIK 1663137
Status: no Form D since Jan 2016. 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.

TAO 3.0 Equity, L.P. is a private equity fund based in Fort Worth, Texas. According to its most recent Form D, filed Jan 12, 2016, it has sold $7,350,000 of interests to 14 investors since its first sale in Dec 2015. 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 None TSSP Sub-Fund HoldCo, LLC; Alan Waxman.

Total raised
$7,350,000Cumulative sales reported on Form D
Investors
14
First sale
Dec 31, 2015
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
None TSSP Sub-Fund HoldCo, LLC; Alan Waxman
Latest Form D
Jan 12, 2016

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 TAO 3.0 Equity, L.P.

What is the minimum investment for TAO 3.0 Equity, L.P.?

TAO 3.0 Equity, L.P.'s latest Form D, filed Jan 12, 2016, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in TAO 3.0 Equity, L.P.?

TAO 3.0 Equity, L.P. 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 TAO 3.0 Equity, L.P. raised?

TAO 3.0 Equity, L.P. reports $7,350,000 sold from 14 investors on its Form D filed Jan 12, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is TAO 3.0 Equity, L.P. based?

TAO 3.0 Equity, L.P. is based in Fort Worth, Texas.

When did TAO 3.0 Equity, L.P. launch?

TAO 3.0 Equity, L.P. reports its first sale in Dec 2015.

Size compared with every private equity fund

Raised more than 64% of the 1,407 private equity funds based in Texas, and more than 39% of all 8,888 that report sales.

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