Bard Micro-Cap Value Fund, L.P. is a private investment fund based in Chicago, Illinois. According to its most recent Form D, filed Sep 11, 2024, it has sold $745,000 of interests to 18 investors since its first sale in Oct 2020. The minimum investment it accepts from an outside investor is $20,000. 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 Timothy Johnson; Michael Demaray.
- Total raised
- $745,000Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Oct 1, 2020
- Minimum investment
- $20,000
- 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
- Timothy Johnson; Michael Demaray
- Latest Form D
- Sep 11, 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. 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 Bard Micro-Cap Value Fund, L.P.
What is the minimum investment for Bard Micro-Cap Value Fund, L.P.?
According to its latest Form D, filed Sep 11, 2024, the minimum investment Bard Micro-Cap Value Fund, L.P. accepts from an outside investor is $20,000.
Who can invest in Bard Micro-Cap Value Fund, L.P.?
Bard Micro-Cap Value Fund, L.P. 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 Bard Micro-Cap Value Fund, L.P. raised?
Bard Micro-Cap Value Fund, L.P. reports $745,000 sold from 18 investors on its Form D filed Sep 11, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Bard Micro-Cap Value Fund, L.P. based?
Bard Micro-Cap Value Fund, L.P. is based in Chicago, Illinois.
When did Bard Micro-Cap Value Fund, L.P. launch?
Bard Micro-Cap Value Fund, L.P. reports its first sale in Oct 2020.
Size compared with every private investment fund
Raised more than 26% of the 554 private investment funds based in Illinois, and more than 12% of all 10,311 that report sales.