Form D · Other Investment Fund

RCG-Momentum, LP

Atlanta, GA · CIK 0002059820

Offering snapshot reported Apr 2, 2025 · SEC filing

Reported sold
$775M
Offering amount: $775M
Investors reported
28
Form D · investor count
Minimum accepted
$125K
Reported outside-investor minimum
First sale
Feb 25, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$388M$775MMar 10, 2025: $650,000,000.00Mar 10, 2025Apr 2, 2025: $775,000,000.00Apr 2, 2025

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$650,000,000 → $775,000,000
  • Reported investors5 → 28
  • Minimum accepted$814,788 → $125,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 2, 2025Amendment$775,000,000$125,000,000vs Mar 10, 202528SEC filing
Mar 10, 2025Initial$650,000,000No comparison5SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5, 3C.6, 3C.7
Duration over one year
No
Business combination
Yes
Sales commissions
$500K
Finders' fees
$0
Form D file number
021-540323

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Greg W. PierceNoneOak Hills Securities, Inc. · CRD 145579
Bailey PuntieriNoneCBRE Capital Advisors, Inc. · CRD 140565

Source: Form D, filed Apr 2, 2025. 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
Randy Garfinkle Executive
Wilkes Graham Executive
Michael Klump Executive
N/A Rcg Momentum Gp, Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3060 Peachtree Road Nw Suite 400
Atlanta, GA, 30305