Form D · Private Equity Fund

SunTx Fulcrum Fund Prime, L.P.

Dallas, TX · CIK 0001702326

Offering snapshot reported Apr 7, 2017 · SEC filing

Reported sold: $75M
Investors reported: 3
Minimum accepted: $0
First sale: Mar 24, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 7, 2017	Initial	$75,000,000	No comparison	3	SEC filing
Apr 7, 2017	Initial	$239,140,729	No comparison	29	SEC filing

Offering details

Securities: Equity, Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $1.13M
Finders' fees: $0
Form D file number: 021-284355

The Issuer sold preferred limited partnership interests pursuant to this offering.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Sixpoint Partners LLC	146067

Source: Form D, filed Apr 7, 2017. 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

SUNTX FULCRUM FUND PRIME, L.P.

Investment adviser: SUNTX CAPITAL MANAGEMENT CORP.

Gross asset value: $399K
Beneficial owners: 28
ADV minimum commitment: $1M

Reported in Form ADV on Mar 29, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SANDSPOINT CAPITAL ADVISORS LLC IRVING, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States

Custodian DELAWARE TRUST COMPANY WILMINGTON, Delaware, United States Related to adviser: No

Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, United States Related to adviser: No

Marketer SIXPOINT PARTNERS LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE & TOUCHE LLP
PCAOB 34

TEXAS CAPITAL BANK
LEI 38PG5GG0OEQK4QMSKE59

SIXPOINT PARTNERS LLC
CRD 146067 · SEC 8-67785

Filing source

Form ADV 1850240 · Mar 29, 2024 · Schedule D 7.B.(1), fund 805-2780169468

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
Name	Reported role
Ned N. Fleming, Iii	Executive, Promoter
N/A Sun Tx Capital Management Corp.	Promoter
N/A Sun Tx Capital Partners, L.P.	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5420 Lbj Freeway Suite 1000
Dallas, TX, 75240