AltMountain

TAO Equity, L.P.

Fort Worth, TX · CIK 1611984
Status: no Form D since Oct 2014. 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 Equity, L.P. is a private equity fund based in Fort Worth, Texas. According to its most recent Form D, filed Oct 8, 2014, it has sold $11,275,000 of interests to 22 investors since its first sale in Sep 2014. 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 Tarrant Advisors, Inc; James Coulter; David Bonderman.

Total raised
$11,275,000Cumulative sales reported on Form D
Investors
22
First sale
Sep 30, 2014
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 Tarrant Advisors, Inc; James Coulter; David Bonderman
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 TAO Equity, L.P.

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

TAO Equity, L.P.'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 TAO Equity, L.P.?

TAO 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 Equity, L.P. raised?

TAO Equity, L.P. reports $11,275,000 sold from 22 investors on its Form D filed Oct 8, 2014. This is cumulative sales since the offering began, not current assets or performance.

Where is TAO Equity, L.P. based?

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

When did TAO Equity, L.P. launch?

TAO Equity, L.P. reports its first sale in Sep 2014.

Size compared with every private equity fund

Raised more than 68% of the 1,403 private equity funds based in Texas, and more than 45% of all 8,950 that report sales.

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