Alpine Heritage II, L.P.
Alpine Heritage II, L.P. is a hedge fund based in Palm Beach, Florida. According to its most recent Form D, filed Feb 20, 2026, the fund has sold $314,864,155 of interests to 171 investors since its first sale in Jan 2011. The filing does not set a minimum investment. 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 Victoria Zoellner; James Jalil; Frank Fiorello.
Performance
No verified 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
- $314,864,155Cumulative sales reported on Form D
- Investors
- 171
- First sale
- Jan 3, 2011
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- Over $100,000,000Self-reported
- Key people and entities
- Victoria Zoellner; James Jalil; Frank Fiorello
- Latest Form D
- Feb 20, 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 Alpine Heritage II, L.P.
What is the minimum investment for Alpine Heritage II, L.P.?
Alpine Heritage II, L.P.'s latest Form D, filed Feb 20, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Alpine Heritage II, L.P.?
Alpine Heritage II, L.P. 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 Alpine Heritage II, L.P. raised?
Alpine Heritage II, L.P. reports $314,864,155 sold from 171 investors on its Form D filed Feb 20, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Alpine Heritage II, L.P. based?
Alpine Heritage II, L.P. is based in Palm Beach, Florida.
When did Alpine Heritage II, L.P. launch?
Alpine Heritage II, L.P. reports its first sale in Jan 2011.
Size compared with every hedge fund
Raised more than 90% of the 750 hedge funds based in Florida, and more than 76% of all 10,308 that report sales.