AV Institutional Fund, LP is a hedge fund based in Phoenix, Arizona. According to its most recent Form D, filed Aug 9, 2024, the fund has sold $3,589,064 of interests to 15 investors since its first sale in Oct 2023. The minimum investment it accepts from an outside investor is $500,000. 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 Joseph Hegener.
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
- $3,589,064Cumulative sales reported on Form D
- Investors
- 15
- First sale
- Oct 1, 2023
- Minimum investment
- $500,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Joseph Hegener
- Latest Form D
- Aug 9, 2024
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 AV Institutional Fund, LP
What is the minimum investment for AV Institutional Fund, LP?
According to its latest Form D, filed Aug 9, 2024, the minimum investment AV Institutional Fund, LP accepts from an outside investor is $500,000.
Who can invest in AV Institutional Fund, LP?
AV Institutional Fund, LP 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 AV Institutional Fund, LP raised?
AV Institutional Fund, LP reports $3,589,064 sold from 15 investors on its Form D filed Aug 9, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is AV Institutional Fund, LP based?
AV Institutional Fund, LP is based in Phoenix, Arizona.
When did AV Institutional Fund, LP launch?
AV Institutional Fund, LP reports its first sale in Oct 2023.
Size compared with every hedge fund
Raised more than 59% of the 27 hedge funds based in Arizona, and more than 12% of all 10,134 that report sales.