AltMountain

XT Established Opportunities LP

Houston, TX · CIK 2035930
Status: no Form D since Sep 2024. 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.

XT Established Opportunities LP is a private equity fund based in Houston, Texas. According to its most recent Form D, filed Sep 4, 2024, it has sold $50,000,000 of interests to 8 investors since its first sale in Jul 2024. 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 Trevor Brock; David Hollon; Crosstimbers, LLC.

Total raised
$50,000,000Cumulative sales reported on Form D
Investors
8
First sale
Jul 22, 2024
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
Trevor Brock; David Hollon; Crosstimbers, LLC
Latest Form D
Sep 4, 2024

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 XT Established Opportunities LP

What is the minimum investment for XT Established Opportunities LP?

XT Established Opportunities LP's latest Form D, filed Sep 4, 2024, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in XT Established Opportunities LP?

XT Established Opportunities 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 XT Established Opportunities LP raised?

XT Established Opportunities LP reports $50,000,000 sold from 8 investors on its Form D filed Sep 4, 2024. This is cumulative sales since the offering began, not current assets or performance.

Where is XT Established Opportunities LP based?

XT Established Opportunities LP is based in Houston, Texas.

When did XT Established Opportunities LP launch?

XT Established Opportunities LP reports its first sale in Jul 2024.

Size compared with every private equity fund

Raised more than 80% of the 1,406 private equity funds based in Texas, and more than 63% of all 8,896 that report sales.

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