Form D · Private Equity Fund

Balance Point Capital Partners, L.P.

Westport, CT · CIK 0001527869

Offering snapshot reported Dec 10, 2012 · SEC filing

Reported sold
$42M
Offering amount: $75M
Investors reported
34
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 1, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$21M$42MAug 15, 2011: $27,551,950.00Aug 15, 2011Dec 10, 2012: $41,996,919.00Dec 10, 2012

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$27,551,950 → $41,996,919
  • Reported investors21 → 34

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 10, 2012Amendment$41,996,919$14,444,969vs Aug 15, 201134SEC filing
Aug 15, 2011Initial$27,551,950No comparison21SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-164452

Source: Form D, filed Dec 10, 2012. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

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
NameReported role
Seth W. Alvord Executive
John L. Ritter Executive
B. Lance Sauerteig Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Balance Point Capital Advisors, Llc 8 Church Lane, Suite 200
Westport, CT, 06880