Analytic U.S. Low Volatility Fund is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Oct 31, 2012, it has sold $41,488,900 of interests to 6 investors since its first sale in Jun 2011. The minimum investment it accepts from an outside investor is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Old Mutual Asset Management Trust Co; Vincent Manning; Virginia Turner.
- Total raised
- $41,488,900Cumulative sales reported on Form D
- Investors
- 6
- First sale
- Jun 1, 2011
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Other exemption
- Key people and entities
- Old Mutual Asset Management Trust Co; Vincent Manning; Virginia Turner
- Latest Form D
- Oct 31, 2012
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Analytic U.S. Low Volatility Fund
What is the minimum investment for Analytic U.S. Low Volatility Fund?
According to its latest Form D, filed Oct 31, 2012, the minimum investment Analytic U.S. Low Volatility Fund accepts from an outside investor is $5,000,000.
Who can invest in Analytic U.S. Low Volatility Fund?
Analytic U.S. Low Volatility Fund is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How much has Analytic U.S. Low Volatility Fund raised?
Analytic U.S. Low Volatility Fund reports $41,488,900 sold from 6 investors on its Form D filed Oct 31, 2012. This is cumulative sales since the offering began, not current assets or performance.
Where is Analytic U.S. Low Volatility Fund based?
Analytic U.S. Low Volatility Fund is based in Boston, Massachusetts.
When did Analytic U.S. Low Volatility Fund launch?
Analytic U.S. Low Volatility Fund reports its first sale in Jun 2011.
Size compared with every private investment fund
Raised more than 53% of the 537 private investment funds based in Massachusetts, and more than 60% of all 10,266 that report sales.
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