420 Aloha, LP
420 Aloha, LP is a private equity fund organized in Delaware, United States and advised by Owner Resource Group, LLC. Its adviser reported $5,320,321 in gross assets for the fund on Form ADV, filed Apr 29, 2024. It reported 1 beneficial owner. The minimum investment it accepts is $1,042,105. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. It invests in other private funds (a fund of funds).
- Gross assets
- $5,320,321As reported on Form ADV
- Beneficial owners
- 1
- Minimum investment
- $1,042,105
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- Delaware, United States
- Auditor
- Frazier & Deeter, LLC
- Administrator
- Standish Management, LLC
- Custodian
- Silicon Valley Bank, a Division of First Citizens Bank
- Adviser
- Owner Resource Group, LLC · Austin, TX · CRD 164028
- Reported on
- Apr 29, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about 420 Aloha, LP
What is the minimum investment for 420 Aloha, LP?
According to its adviser's Form ADV filed Apr 29, 2024, the minimum investment 420 Aloha, LP accepts is $1,042,105.
Who can invest in 420 Aloha, LP?
420 Aloha, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is 420 Aloha, LP?
Its adviser reported $5,320,321 in gross assets on Form ADV filed Apr 29, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages 420 Aloha, LP?
420 Aloha, LP is advised by Owner Resource Group, LLC, based in Austin, TX.
Who are 420 Aloha, LP's service providers?
Its Form ADV lists Frazier & Deeter, LLC as auditor and Standish Management, LLC as administrator.