Form D · Private Equity Fund

Sage Equity Partners BP, LP

Houston, TX · CIK 0001740999

Offering snapshot reported Jan 23, 2019 · SEC filing

Reported sold
$4.92M
Offering amount: $4.92M
Investors reported
26
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 5, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.46M$4.92MJun 11, 2018: $2,825,000.00Jun 11, 2018Dec 18, 2018: $4,347,400.00Jan 23, 2019: $4,916,570.00Jan 23, 2019

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$2,825,000 → $4,916,570
  • Reported investors14 → 26

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 23, 2019Amendment$4,916,570$2,091,570vs Jun 11, 201826SEC filing
Dec 18, 2018Amendment$4,347,400$1,522,400vs Jun 11, 201825SEC filing
Jun 11, 2018Initial$2,825,000No comparison14SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-314278

Source: Form D, filed Jan 23, 2019. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

SAGE EQUITY PARTNERS BP, LP

Investment adviser: SAGE EQUITY PARTNERS, LP

Gross asset value
$59
Beneficial owners
27
ADV minimum commitment
$0

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian PLAINS STATE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PLAINS STATE BANK
LEI 5493006BHYOT6EXAZF13

Filing source

Form ADV 2044953 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3993579466

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

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
William Harrison Junell Executive
Christopher Morris Executive
N/A Sage Equity Partners Bp Gp, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3737 Buffalo Speedway Suite 1850
Houston, TX, 77098