Tiverton AG Legacy Holdings II, LP
Tiverton AG Legacy Holdings II, LP is a private equity fund based in Raleigh, North Carolina. According to its most recent Form D, filed Feb 7, 2025, it has sold $141,950,000 of interests to 8 investors since its first sale in Feb 2024. The minimum investment it accepts from an outside investor is $100,000. 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 David Chattleton; Tiverton Advisors, LLC; Talh Gp2, LLC.
- Total raised
- $141,950,000Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Feb 9, 2024
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- David Chattleton; Tiverton Advisors, LLC; Talh Gp2, LLC
- Latest Form D
- Feb 7, 2025
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 Tiverton AG Legacy Holdings II, LP
What is the minimum investment for Tiverton AG Legacy Holdings II, LP?
According to its latest Form D, filed Feb 7, 2025, the minimum investment Tiverton AG Legacy Holdings II, LP accepts from an outside investor is $100,000.
Who can invest in Tiverton AG Legacy Holdings II, LP?
Tiverton AG Legacy Holdings II, LP 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 Tiverton AG Legacy Holdings II, LP raised?
Tiverton AG Legacy Holdings II, LP reports $141,950,000 sold from 8 investors on its Form D filed Feb 7, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Tiverton AG Legacy Holdings II, LP based?
Tiverton AG Legacy Holdings II, LP is based in Raleigh, North Carolina and is managed by Tiverton Advisors, LLC.
When did Tiverton AG Legacy Holdings II, LP launch?
Tiverton AG Legacy Holdings II, LP reports its first sale in Feb 2024.
Size compared with every private equity fund
Raised more than 88% of the 78 private equity funds based in North Carolina, and more than 77% of all 9,142 that report sales.