Advisory Research Microcap Value Fund LP is a hedge fund based in Chicago, Illinois. According to its most recent Form D, filed Jan 9, 2017, the fund has sold $156,636,225 of interests to 187 investors since its first sale in Oct 2001. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Laura Moret; Thomas Smith; Susan Steiner.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $156,636,225Cumulative sales reported on Form D
- Investors
- 187
- First sale
- Oct 1, 2001
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Laura Moret; Thomas Smith; Susan Steiner
- Latest Form D
- Jan 9, 2017
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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Advisory Research Microcap Value Fund LP
What is the minimum investment for Advisory Research Microcap Value Fund LP?
According to its latest Form D, filed Jan 9, 2017, the minimum investment Advisory Research Microcap Value Fund LP accepts from an outside investor is $500,000.
Who can invest in Advisory Research Microcap Value Fund LP?
Advisory Research Microcap Value Fund 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). It uses Rule 506(b), which does not allow general advertising.
How much has Advisory Research Microcap Value Fund LP raised?
Advisory Research Microcap Value Fund LP reports $156,636,225 sold from 187 investors on its Form D filed Jan 9, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Advisory Research Microcap Value Fund LP based?
Advisory Research Microcap Value Fund LP is based in Chicago, Illinois.
When did Advisory Research Microcap Value Fund LP launch?
Advisory Research Microcap Value Fund LP reports its first sale in Oct 2001.
Size compared with every hedge fund
Raised more than 77% of the 317 hedge funds based in Illinois, and more than 65% of all 10,127 that report sales.