AltMountain

Tree Line Direct Lending, LP

San Francisco, CA · CIK 1623634
Status: no Form D since Aug 2017. 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.

Tree Line Direct Lending, LP is a private equity fund based in San Francisco, California. According to its most recent Form D, filed Aug 24, 2017, it has sold $38,500,000 of interests to 4 investors since its first sale in Aug 2017. The minimum investment it accepts from an outside investor is $1. 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 Michael Korengold; Scott Bronner; Peter Mundheim.

Total raised
$38,500,000Cumulative sales reported on Form D
Investors
4
First sale
Aug 9, 2017
Minimum investment
$1
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Michael Korengold; Scott Bronner; Peter Mundheim
Latest Form D
Aug 24, 2017

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 Tree Line Direct Lending, LP

What is the minimum investment for Tree Line Direct Lending, LP?

According to its latest Form D, filed Aug 24, 2017, the minimum investment Tree Line Direct Lending, LP accepts from an outside investor is $1.

Who can invest in Tree Line Direct Lending, LP?

Tree Line Direct Lending, 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 Tree Line Direct Lending, LP raised?

Tree Line Direct Lending, LP reports $38,500,000 sold from 4 investors on its Form D filed Aug 24, 2017. This is cumulative sales since the offering began, not current assets or performance.

Where is Tree Line Direct Lending, LP based?

Tree Line Direct Lending, LP is based in San Francisco, California.

When did Tree Line Direct Lending, LP launch?

Tree Line Direct Lending, LP reports its first sale in Aug 2017.

Size compared with every private equity fund

Raised more than 80% of the 1,744 private equity funds based in California, and more than 60% of all 8,896 that report sales.

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