Alpha Diversified Fund, LP is a hedge fund based in Park City, Utah. According to its most recent Form D, filed Sep 25, 2023, the fund has sold $10,367,341 of interests to 33 investors since its first sale in Jan 2021. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Harvey Sax; Alpha Diversified, LLC; Alpha Wealth Funds, LLC.
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
- $10,367,341Cumulative sales reported on Form D
- Investors
- 33
- First sale
- Jan 1, 2021
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Harvey Sax; Alpha Diversified, LLC; Alpha Wealth Funds, LLC
- Latest Form D
- Sep 25, 2023
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 Alpha Diversified Fund, LP
What is the minimum investment for Alpha Diversified Fund, LP?
According to its latest Form D, filed Sep 25, 2023, the minimum investment Alpha Diversified Fund, LP accepts from an outside investor is $250,000.
Who can invest in Alpha Diversified Fund, LP?
Alpha Diversified 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Alpha Diversified Fund, LP raised?
Alpha Diversified Fund, LP reports $10,367,341 sold from 33 investors on its Form D filed Sep 25, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Alpha Diversified Fund, LP based?
Alpha Diversified Fund, LP is based in Park City, Utah.
When did Alpha Diversified Fund, LP launch?
Alpha Diversified Fund, LP reports its first sale in Jan 2021.
Size compared with every hedge fund
Raised more than 57% of the 56 hedge funds based in Utah, and more than 21% of all 10,129 that report sales.