Can LPs transfer their position in a US Syndicate SPV?

A transfer of an LP’s interest to a third party is only allowed for under strict perimeters due regulatory considerations.

Carta may be able to accommodate transfers of an LP interest to an affiliate of the LP for no consideration (e.g., for estate planning purposes). This requires the General Partner’s consent, must be on Carta’s form of transfer agreement, and may require additional information or costs for the LP, including an opinion from the LP’s counsel that the transfer is being conducted in compliance with securities laws.

If you would like to transfer your interest, please reach out to the SPV's Lead Partner.

DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.

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