Form D · Private Equity Fund

Montierra TX Investors LP

New York, NY · CIK 0001963494

Offering snapshot reported Sep 18, 2023 · SEC filing

Reported sold
$6.69M
Indefinite offering
Investors reported
60
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jan 20, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.35M$6.69MJan 27, 2023: $4,424,800.00Jan 27, 2023Feb 2, 2023: $4,424,800.00Sep 18, 2023: $6,691,300.00Sep 18, 2023

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$4,424,800 → $6,691,300
  • Reported investors4 → 60

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 18, 2023Amendment$6,691,300$2,266,500vs Feb 2, 202360SEC filing
Feb 2, 2023Amendment$4,424,800$0vs Jan 27, 20234SEC filing
Jan 27, 2023Initial$4,424,800No comparison4SEC filing

Offering details

Securities
Equity, Debt, Pooled investment fund
Exemptions
06c, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$42.5K
Finders' fees
$0
Form D file number
Not reported
In Item 6, the exemption selected of Investment Company Act Section 3(c)(1) applies to Montierra TX Investors LP. The exemption of Investment Company Act Section 3(c)(7) applies to Montierra TX Investors II LP and Montierra TX Investors Parallel LP.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
RealCadre LLC172295

Source: Form D, filed Sep 18, 2023. 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
N/A Montierra Tx Gp Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
315 Park Avenue South 7 Th Floor
New York, NY, 10010