SEC filing record
Primary Source · SEC.gov

VergePointe Capital Fund XXI, LP

2016 vintageRule 506(b)Filing record

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

$16M

Investors

23

Min Invest

None stated

AltStreet Verified Issuer badge

Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.

What this filing shows

·

Every sentence is a value as filed on SEC Form D

VergePointe Capital Fund XXI, LP is a Delaware limited partnership that first filed a Form D on November 9, 2016 and most recently amended it on November 7, 2019 in the Other Real Estate industry group. The offering claims Rule 506(b) and covers equity. VergePointe Capital Fund XXI, LP reported $15,500,000 sold from 23 investors of a $20,000,000 total offering as of the Form D filed November 7, 2019. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. 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 5285 Meadows Road, Suite 161, Lake Oswego, OR 97035.

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.

Offering stalled · Form D · last filing November 7, 2019

Latest annual amendment reported no change in amount sold or investors

Timeline
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001689615
Entity NameVergePointe Capital Fund XXI, LP
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address5285 Meadows Road, Suite 161, Lake Oswego, OR 97035
Phone(503) 684-0100
Industry / Fund TypeOther Real Estate
Securities TypeEquity
First Sale DateNovember 1, 2016
Filing DateNovember 7, 2019
Accession Number0000896595-19-000009
Total Offering Amount$20,000,000
Total Amount Sold$15,500,000
Amount Remaining$4,500,000
Total Investors23
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)OR
Amendment Count5 filings on record

Filings 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

stalled

Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.

Fund family Part of the VergePointe Capital Fund family: 4 vehicles across 4 generations · full family and the filing behind each link in the terminal

Investor

  • The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

Pro

  • This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
  • The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV

Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Matthew Vance

Executive Officer, Director · Lake Oswego, OR

Scott Roberts

Executive Officer, Director · Lake Oswego, OR

Jeffrey Smith

Executive Officer, Director · Lake Oswego, OR

Questions About VergePointe Capital Fund XXI, LP

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is VergePointe Capital Fund XXI, LP?

VergePointe Capital Fund XXI, LP is a Delaware limited partnership that filed a Form D with the SEC on November 7, 2019 in the Other Real Estate industry group. The filing claims Rule 506(b) for an offering of equity.

Is VergePointe Capital Fund XXI, LP legit?

AltStreet does not rate legitimacy; it reports the public record. VergePointe Capital Fund XXI, LP filed a Form D with the SEC on November 7, 2019 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $15,500,000 sold to 23 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 VergePointe Capital Fund XXI, LP 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 VergePointe Capital Fund XXI, LP claimed Rule 506(b) 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 VergePointe Capital Fund XXI, LP raised?

VergePointe Capital Fund XXI, LP reported $15,500,000 sold from 23 investors of a $20,000,000 total offering as of the Form D filed November 7, 2019.

Who can invest in VergePointe Capital Fund XXI, LP?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in VergePointe Capital Fund XXI, LP?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling VergePointe Capital Fund XXI, LP 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 VergePointe Capital Fund XXI, LP?

The Form D lists 3 related persons: Matthew Vance, executive officer, director; Scott Roberts, executive officer, director; Jeffrey Smith, executive officer, director. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is VergePointe Capital Fund XXI, LP located?

The issuer's address on its SEC filings is 5285 Meadows Road, Suite 161, Lake Oswego, OR 97035. Its phone number of record is 503-684-0100. It is organized under the laws of Delaware.

How long is the VergePointe Capital Fund XXI, LP 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.

What is VergePointe Capital Fund XXI, LP's revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

AltStreet Verified Issuer badge

Is this your company or fund?

Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.

Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.

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.