Tree Line SBIC, LP
Tree Line SBIC, LP is a private investment fund based in San Francisco, California. According to its most recent Form D, filed Jul 1, 2025, it has sold $86,300,000 of interests to 13 investors since its first sale in Jul 2024. 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 Paul Kasper; Jonathon Schroeder; Tree Line SBIC GP, LLC.
- Total raised
- $86,300,000Cumulative sales reported on Form D
- Investors
- 13
- First sale
- Jul 1, 2024
- 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
- Paul Kasper; Jonathon Schroeder; Tree Line SBIC GP, LLC
- Latest Form D
- Jul 1, 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 Tree Line SBIC, LP
What is the minimum investment for Tree Line SBIC, LP?
Tree Line SBIC, LP's latest Form D, filed Jul 1, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Tree Line SBIC, LP?
Tree Line SBIC, 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 SBIC, LP raised?
Tree Line SBIC, LP reports $86,300,000 sold from 13 investors on its Form D filed Jul 1, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Tree Line SBIC, LP based?
Tree Line SBIC, LP is based in San Francisco, California.
When did Tree Line SBIC, LP launch?
Tree Line SBIC, LP reports its first sale in Jul 2024.
Size compared with every private investment fund
Raised more than 80% of the 1,714 private investment funds based in California, and more than 69% of all 10,255 that report sales.