AltMountain

Trident IX, L.P.

Greenwich, CT · CIK 1867636
Status: no Form D since Aug 2022. 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.

Trident IX, L.P. is a private equity fund based in Greenwich, Connecticut. According to its most recent Form D, filed Aug 4, 2022, it has sold $5,054,425,580 of interests to 148 investors since its first sale in Jun 2021. 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 Trident Capital IX, L.P; David Wermuth.

Total raised
$5,054,425,580Cumulative sales reported on Form D
Investors
148
First sale
Jun 18, 2021
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
Trident Capital IX, L.P; David Wermuth
Latest Form D
Aug 4, 2022

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 Trident IX, L.P.

What is the minimum investment for Trident IX, L.P.?

Trident IX, L.P.'s latest Form D, filed Aug 4, 2022, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Trident IX, L.P.?

Trident IX, 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 Trident IX, L.P. raised?

Trident IX, L.P. reports $5,054,425,580 sold from 148 investors on its Form D filed Aug 4, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Trident IX, L.P. based?

Trident IX, L.P. is based in Greenwich, Connecticut.

When did Trident IX, L.P. launch?

Trident IX, L.P. reports its first sale in Jun 2021.

Size compared with every private equity fund

Raised more than 100% of the 438 private equity funds based in Connecticut, and more than 99% of all 8,889 that report sales.

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