Form D · Private Equity Fund

Sage Equity Partners Surfside Beach Marina, LP

Houston, TX · CIK 0001728151

Offering snapshot reported Nov 19, 2018 · SEC filing

Reported sold
$1.03M
Offering amount: $1.03M
Investors reported
8
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 22, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$513K$1.03MJan 24, 2018: $1,000,000.00Jan 24, 2018Nov 19, 2018: $1,025,000.00Nov 19, 2018

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$1,000,000 → $1,025,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 19, 2018Amendment$1,025,000$25,000vs Jan 24, 20188SEC filing
Jan 24, 2018Initial$1,000,000No comparison8SEC 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
021-303964
The General Partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

Source: Form D, filed Nov 19, 2018. 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 SURFSIDE BEACH MARINA, LP

Investment adviser: SAGE EQUITY PARTNERS, LP

Gross asset value
$1.03M
Beneficial owners
10
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 805-2331341084

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
William Harris Junnell Executive
Christopher Morris Executive
N/A Sage Equity Partners Gp, Llc Executive, Promoter
N/A Sage Equity Partners, Lp Executive
N/A Sage Equity Partners Surfside Beach Marina Gp, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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