Form D · Other Investment Fund

Atlas/Montrose Investment Partners, LP

Dallas, TX · CIK 0001659399

Offering snapshot reported Dec 1, 2015 · SEC filing

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Latest filing versus its linked predecessor, where available.

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 1, 2015	Initial	$1,867,845	No comparison	20	SEC filing

Source: Form D, filed Dec 1, 2015. Minimum accepted may differ from a standard advertised minimum.

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

Reported in Form ADV on Mar 30, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Custodian TEXAS CAPITAL BANK, N.A. DALLAS, Texas, United States Related to adviser: No

Provider details

Filing source

Form ADV 1201209 · Mar 30, 2018 · Schedule D 7.B.(1), fund 805-3642940955

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Robert A. Alpert	Director, Executive
N/A Atlas Capital Management, L.P.	Director
N/A Rha, Inc.	Director

Industry: Pooled Investment Fund (See others in industry)

Address:

8214 Westchester Drive Suite 650
Dallas, TX, 75225