Axel Balanced, LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Mar 16, 2018, the fund has sold $52,801,775 of interests to 5 investors since its first sale in Nov 2014. 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 Axel Capital, LLC; Axel Capital Management, LLC.
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
- $52,801,775Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Nov 1, 2014
- 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
- Axel Capital, LLC; Axel Capital Management, LLC
- Latest Form D
- Mar 16, 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 Axel Balanced, LP
What is the minimum investment for Axel Balanced, LP?
Axel Balanced, LP's latest Form D, filed Mar 16, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Axel Balanced, LP?
Axel Balanced, 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 Axel Balanced, LP raised?
Axel Balanced, LP reports $52,801,775 sold from 5 investors on its Form D filed Mar 16, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Axel Balanced, LP based?
Axel Balanced, LP is based in New York, New York.
When did Axel Balanced, LP launch?
Axel Balanced, LP reports its first sale in Nov 2014.
Size compared with every hedge fund
Raised more than 44% of the 2,524 hedge funds based in New York, and more than 47% of all 10,128 that report sales.