AT Low Volatility Fund, LLC is a private investment fund based in Atlanta, Georgia. According to its most recent Form D, filed Mar 6, 2018, it has sold $95,235,000 of interests to 188 investors since its first sale in Jan 2011. The minimum investment it accepts from an outside investor is $250,000. 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 Jigar Patel; Atlantic Trust Company, N.A; John Markwalter, Jr.
- Total raised
- $95,235,000Cumulative sales reported on Form D
- Investors
- 188
- First sale
- Jan 1, 2011
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jigar Patel; Atlantic Trust Company, N.A; John Markwalter, Jr
- Latest Form D
- Mar 6, 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. 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 AT Low Volatility Fund, LLC
What is the minimum investment for AT Low Volatility Fund, LLC?
According to its latest Form D, filed Mar 6, 2018, the minimum investment AT Low Volatility Fund, LLC accepts from an outside investor is $250,000.
Who can invest in AT Low Volatility Fund, LLC?
AT Low Volatility Fund, LLC 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 AT Low Volatility Fund, LLC raised?
AT Low Volatility Fund, LLC reports $95,235,000 sold from 188 investors on its Form D filed Mar 6, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is AT Low Volatility Fund, LLC based?
AT Low Volatility Fund, LLC is based in Atlanta, Georgia.
When did AT Low Volatility Fund, LLC launch?
AT Low Volatility Fund, LLC reports its first sale in Jan 2011.
Size compared with every private investment fund
Raised more than 85% of the 239 private investment funds based in Georgia, and more than 70% of all 10,311 that report sales.