Apex SE, L.P. is a hedge fund based in Orinda, California. According to its most recent Form D, filed Dec 15, 2015, the fund has sold $27,458,462 of interests to 15 investors since its first sale in Jan 2014. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Kara Dille; Apex Capital, LLC; Sanford Colen.
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
- $27,458,462Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Jan 1, 2014
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Kara Dille; Apex Capital, LLC; Sanford Colen
- Latest Form D
- Dec 15, 2015
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 Apex SE, L.P.
What is the minimum investment for Apex SE, L.P.?
According to its latest Form D, filed Dec 15, 2015, the minimum investment Apex SE, L.P. accepts from an outside investor is $1,000,000.
Who can invest in Apex SE, L.P.?
Apex SE, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Apex SE, L.P. raised?
Apex SE, L.P. reports $27,458,462 sold from 15 investors on its Form D filed Dec 15, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Apex SE, L.P. based?
Apex SE, L.P. is based in Orinda, California.
When did Apex SE, L.P. launch?
Apex SE, L.P. reports its first sale in Jan 2014.
Size compared with every hedge fund
Raised more than 47% of the 1,049 hedge funds based in California, and more than 36% of all 10,134 that report sales.