Applied Trend Research Partners, LP is a hedge fund based in Richmond, Virginia. According to its most recent Form D, filed Aug 14, 2018, the fund has sold $895,000 of interests to 9 investors since its first sale in Mar 2013. 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(b), which does not permit general solicitation. Related persons named in the filing include Applied Trend Research, LLC; Andrew Slay.
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
- $895,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Mar 1, 2013
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Applied Trend Research, LLC; Andrew Slay
- Latest Form D
- Aug 14, 2018
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 Applied Trend Research Partners, LP
What is the minimum investment for Applied Trend Research Partners, LP?
According to its latest Form D, filed Aug 14, 2018, the minimum investment Applied Trend Research Partners, LP accepts from an outside investor is $250,000.
Who can invest in Applied Trend Research Partners, LP?
Applied Trend Research Partners, 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(b), which does not allow general advertising.
How much has Applied Trend Research Partners, LP raised?
Applied Trend Research Partners, LP reports $895,000 sold from 9 investors on its Form D filed Aug 14, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Applied Trend Research Partners, LP based?
Applied Trend Research Partners, LP is based in Richmond, Virginia.
When did Applied Trend Research Partners, LP launch?
Applied Trend Research Partners, LP reports its first sale in Mar 2013.
Size compared with every hedge fund
Raised more than 12% of the 101 hedge funds based in Virginia, and more than 5% of all 10,139 that report sales.