Alpha Wealth Volatility Advantage Fund, LP
Alpha Wealth Volatility Advantage Fund, LP is a hedge fund based in Park City, Utah. According to its most recent Form D, filed Oct 2, 2026, the fund has sold $8,236,189 of interests to 47 investors since its first sale in Dec 2020. 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 Chase Thomas.
Performance
No verified returns have been reported for this fund. As a rough guide, Alpha Wealth Funds, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +2.1% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q1 2025 to Q2 2026, the estimate is +10.1% (S&P 500: +27.4%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $8,236,189Cumulative sales reported on Form D
- Investors
- 47
- First sale
- Dec 14, 2020
- 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
- Chase Thomas
- Latest Form D
- Oct 2, 2026
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 Wealth Volatility Advantage Fund, LP
What is the minimum investment for Alpha Wealth Volatility Advantage Fund, LP?
According to its latest Form D, filed Oct 2, 2026, the minimum investment Alpha Wealth Volatility Advantage Fund, LP accepts from an outside investor is $250,000.
Who can invest in Alpha Wealth Volatility Advantage Fund, LP?
Alpha Wealth Volatility Advantage 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 Wealth Volatility Advantage Fund, LP raised?
Alpha Wealth Volatility Advantage Fund, LP reports $8,236,189 sold from 47 investors on its Form D filed Oct 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Alpha Wealth Volatility Advantage Fund, LP based?
Alpha Wealth Volatility Advantage Fund, LP is based in Park City, Utah and is managed by Alpha Wealth Funds, LLC.
When did Alpha Wealth Volatility Advantage Fund, LP launch?
Alpha Wealth Volatility Advantage Fund, LP reports its first sale in Dec 2020.
Size compared with every hedge fund
Raised more than 54% of the 57 hedge funds based in Utah, and more than 19% of all 10,308 that report sales.