Trinity Peaks Helium LP is an energy fund based in Boulder, Colorado. According to its most recent Form D, filed Jan 31, 2019, it has sold $450,000 of interests to 8 investors since its first sale in Jan 2019. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include James Stelzer; Lucas Kalisher.
- Total raised
- $450,000Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Jan 17, 2019
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- James Stelzer; Lucas Kalisher
- Latest Form D
- Jan 31, 2019
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 Trinity Peaks Helium LP
What is the minimum investment for Trinity Peaks Helium LP?
According to its latest Form D, filed Jan 31, 2019, the minimum investment Trinity Peaks Helium LP accepts from an outside investor is $25,000.
Who can invest in Trinity Peaks Helium LP?
Trinity Peaks Helium LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Trinity Peaks Helium LP raised?
Trinity Peaks Helium LP reports $450,000 sold from 8 investors on its Form D filed Jan 31, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Trinity Peaks Helium LP based?
Trinity Peaks Helium LP is based in Boulder, Colorado.
When did Trinity Peaks Helium LP launch?
Trinity Peaks Helium LP reports its first sale in Jan 2019.
Size compared with every energy fund
Raised more than 39% of the 23 energy funds based in Colorado, and more than 23% of all 334 that report sales.