Ategra LS500, LP
Ategra LS500, LP is a hedge fund based in Vienna, Virginia. According to its most recent Form D, filed Aug 28, 2026, the fund has sold $32,055,300 of interests to 56 investors since its first sale in Sep 2018. The filing does not set a minimum investment. 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 Ategra GP, LLC; Ategra Capital Management, LLC.
Performance
No verified returns have been reported for this fund. As a rough guide, Ategra Capital Management, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +15.4% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +73.1% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $32,055,300Cumulative sales reported on Form D
- Investors
- 56
- First sale
- Sep 1, 2018
- Minimum investment
- None set
- 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
- Ategra GP, LLC; Ategra Capital Management, LLC
- Latest Form D
- Aug 28, 2026
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 Ategra LS500, LP
What is the minimum investment for Ategra LS500, LP?
Ategra LS500, LP's latest Form D, filed Aug 28, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Ategra LS500, LP?
Ategra LS500, 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 Ategra LS500, LP raised?
Ategra LS500, LP reports $32,055,300 sold from 56 investors on its Form D filed Aug 28, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Ategra LS500, LP based?
Ategra LS500, LP is based in Vienna, Virginia and is managed by Ategra Capital Management, LLC.
When did Ategra LS500, LP launch?
Ategra LS500, LP reports its first sale in Sep 2018.
Size compared with every hedge fund
Raised more than 46% of the 102 hedge funds based in Virginia, and more than 38% of all 10,308 that report sales.