Appel Balanced Fund LLC
Appel Balanced Fund LLC is a hedge fund based in Great Neck, New York. According to its most recent Form D, filed Jul 20, 2010, the fund has sold $4,396,492 of interests to 12 investors since its first sale in Apr 2005. The minimum investment it accepts from an outside investor is $1,290. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Marvin Appel; Gerald Appel.
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
- $4,396,492Cumulative sales reported on Form D
- Investors
- 12
- First sale
- Apr 1, 2005
- Minimum investment
- $1,290
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Marvin Appel; Gerald Appel
- Latest Form D
- Jul 20, 2010
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 Appel Balanced Fund LLC
What is the minimum investment for Appel Balanced Fund LLC?
According to its latest Form D, filed Jul 20, 2010, the minimum investment Appel Balanced Fund LLC accepts from an outside investor is $1,290.
Who can invest in Appel Balanced Fund LLC?
Appel Balanced Fund LLC 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).
How much has Appel Balanced Fund LLC raised?
Appel Balanced Fund LLC reports $4,396,492 sold from 12 investors on its Form D filed Jul 20, 2010. This is cumulative sales since the offering began, not current assets or performance.
Where is Appel Balanced Fund LLC based?
Appel Balanced Fund LLC is based in Great Neck, New York.
When did Appel Balanced Fund LLC launch?
Appel Balanced Fund LLC reports its first sale in Apr 2005.
Size compared with every hedge fund
Raised more than 17% of the 2,524 hedge funds based in New York, and more than 13% of all 10,129 that report sales.