AltMountain

Watermill-CT Partners LP

Lexington, MA · CIK 1714039
Status: no Form D since Aug 2019. 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.

Watermill-CT Partners LP is a private investment fund based in Lexington, Massachusetts. According to its most recent Form D, filed Aug 2, 2019, it has sold $8,443,162 of interests to 31 investors since its first sale in Jul 2019. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Dale Okonow; Steven Karol; Watermill-CT Enterprises, LLC.

Total raised
$8,443,162Cumulative sales reported on Form D
Investors
31
First sale
Jul 31, 2019
Minimum investment
None set
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Dale Okonow; Steven Karol; Watermill-CT Enterprises, LLC
Latest Form D
Aug 2, 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 Watermill-CT Partners LP

What is the minimum investment for Watermill-CT Partners LP?

Watermill-CT Partners LP's latest Form D, filed Aug 2, 2019, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Watermill-CT Partners LP?

Watermill-CT Partners LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Watermill-CT Partners LP raised?

Watermill-CT Partners LP reports $8,443,162 sold from 31 investors on its Form D filed Aug 2, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Watermill-CT Partners LP based?

Watermill-CT Partners LP is based in Lexington, Massachusetts.

When did Watermill-CT Partners LP launch?

Watermill-CT Partners LP reports its first sale in Jul 2019.

Size compared with every private investment fund

Raised more than 40% of the 538 private investment funds based in Massachusetts, and more than 39% of all 10,287 that report sales.

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