Whitman/Peterson Core Plus, LP
Whitman/Peterson Core Plus, LP is a private equity fund based in Westlake Village, California. According to its most recent Form D, filed Jul 11, 2019, it has sold $115,000,000 of interests to 15 investors since its first sale in Jun 2019. The minimum investment it accepts from an outside investor is $600,000. 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 Weston Whitman; Robert Whitman.
- Total raised
- $115,000,000Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Jun 27, 2019
- Minimum investment
- $600,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Weston Whitman; Robert Whitman
- Latest Form D
- Jul 11, 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 Whitman/Peterson Core Plus, LP
What is the minimum investment for Whitman/Peterson Core Plus, LP?
According to its latest Form D, filed Jul 11, 2019, the minimum investment Whitman/Peterson Core Plus, LP accepts from an outside investor is $600,000.
Who can invest in Whitman/Peterson Core Plus, LP?
Whitman/Peterson Core Plus, 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 Whitman/Peterson Core Plus, LP raised?
Whitman/Peterson Core Plus, LP reports $115,000,000 sold from 15 investors on its Form D filed Jul 11, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Whitman/Peterson Core Plus, LP based?
Whitman/Peterson Core Plus, LP is based in Westlake Village, California.
When did Whitman/Peterson Core Plus, LP launch?
Whitman/Peterson Core Plus, LP reports its first sale in Jun 2019.
Size compared with every private equity fund
Raised more than 88% of the 1,744 private equity funds based in California, and more than 74% of all 8,896 that report sales.