Watermill CTB Partners, LP is a private equity fund based in Boston, Massachusetts. According to its most recent Form D, filed Oct 4, 2024, it has sold $5,428,430 of interests to 39 investors since its first sale in Sep 2024. The minimum investment it accepts from an outside investor is $4,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Dale Okonow; Julia Karol; Benjamin Procter.
- Total raised
- $5,428,430Cumulative sales reported on Form D
- Investors
- 39
- First sale
- Sep 17, 2024
- Minimum investment
- $4,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Dale Okonow; Julia Karol; Benjamin Procter
- Latest Form D
- Oct 4, 2024
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Watermill CTB Partners, LP
What is the minimum investment for Watermill CTB Partners, LP?
According to its latest Form D, filed Oct 4, 2024, the minimum investment Watermill CTB Partners, LP accepts from an outside investor is $4,000.
Who can invest in Watermill CTB Partners, LP?
Watermill CTB Partners, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Watermill CTB Partners, LP raised?
Watermill CTB Partners, LP reports $5,428,430 sold from 39 investors on its Form D filed Oct 4, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Watermill CTB Partners, LP based?
Watermill CTB Partners, LP is based in Boston, Massachusetts and is managed by The Watermill Group.
When did Watermill CTB Partners, LP launch?
Watermill CTB Partners, LP reports its first sale in Sep 2024, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 50% of the 464 private equity funds based in Massachusetts, and more than 36% of all 9,142 that report sales.