SAB MODERATE EQUITY PARTNERSHIP, L.P.
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$55M
Investors
127
Min Invest
$250,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
SAB MODERATE EQUITY PARTNERSHIP, L.P. is a Texas limited partnership that first filed a Form D on January 11, 2012 and most recently amended it on February 28, 2023, describing itself as a hedge fund. The offering claims Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7) and covers pooled investment fund interests. SAB MODERATE EQUITY PARTNERSHIP, L.P. reported $54,664,161 sold from 127 investors in an offering of indefinite size as of the Form D filed February 28, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports non-accredited investors. The minimum investment accepted from an outside investor is $250,000. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 1903 San Pedro Ave, #102, San Antonio, TX 78212.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing February 28, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Investor
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2023-02-28: 0 related persons added and 1 removed against the filing of 2017-12-15; 1 now listed. The names are in the Terminal feed.
SCOTT A BARNES
Executive Officer · SAN ANTONIO, TX
Questions About SAB MODERATE EQUITY PARTNERSHIP, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is SAB MODERATE EQUITY PARTNERSHIP, L.P.?
SAB MODERATE EQUITY PARTNERSHIP, L.P. is a Texas limited partnership that filed a Form D with the SEC on February 28, 2023 as a hedge fund. The filing claims Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of pooled investment fund interests.
Is SAB MODERATE EQUITY PARTNERSHIP, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. SAB MODERATE EQUITY PARTNERSHIP, L.P. filed a Form D with the SEC on February 28, 2023 claiming Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $54,664,161 sold to 127 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is SAB MODERATE EQUITY PARTNERSHIP, L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that SAB MODERATE EQUITY PARTNERSHIP, L.P. claimed Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has SAB MODERATE EQUITY PARTNERSHIP, L.P. raised?
SAB MODERATE EQUITY PARTNERSHIP, L.P. reported $54,664,161 sold from 127 investors in an offering of indefinite size as of the Form D filed February 28, 2023.
Who can invest in SAB MODERATE EQUITY PARTNERSHIP, L.P.?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports non-accredited investors. The minimum investment accepted from an outside investor is $250,000.
What is the minimum investment in SAB MODERATE EQUITY PARTNERSHIP, L.P.?
The Form D lists $250,000 as the minimum investment accepted from any outside investor as of February 28, 2023. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling SAB MODERATE EQUITY PARTNERSHIP, L.P. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind SAB MODERATE EQUITY PARTNERSHIP, L.P.?
The Form D lists 1 related person: SCOTT A BARNES, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is SAB MODERATE EQUITY PARTNERSHIP, L.P. located?
The issuer's address on its SEC filings is 1903 San Pedro Ave, #102, San Antonio, TX 78212. Its phone number of record is 210-483-5094. It is organized under the laws of Texas.
How long is the SAB MODERATE EQUITY PARTNERSHIP, L.P. offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 4 amendments are on record for this CIK.
How large is SAB MODERATE EQUITY PARTNERSHIP, L.P.?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.