Beacon Annuity Fund, LP
Beacon Annuity Fund, LP is a private equity fund based in Greewich, Connecticut. According to its most recent Form D, filed Jun 19, 2013, it has sold $69,948,273 of interests to 52 investors since its first sale in Apr 2011. The minimum investment it accepts from an outside investor is $200,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Beacon Annuity Fund GP, LLC; Brian Robinson; Erik Friedman.
- Total raised
- $69,948,273Cumulative sales reported on Form D
- Investors
- 52
- First sale
- Apr 26, 2011
- Minimum investment
- $200,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Beacon Annuity Fund GP, LLC; Brian Robinson; Erik Friedman
- Latest Form D
- Jun 19, 2013
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 Beacon Annuity Fund, LP
What is the minimum investment for Beacon Annuity Fund, LP?
According to its latest Form D, filed Jun 19, 2013, the minimum investment Beacon Annuity Fund, LP accepts from an outside investor is $200,000.
Who can invest in Beacon Annuity Fund, LP?
Beacon Annuity Fund, 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).
How much has Beacon Annuity Fund, LP raised?
Beacon Annuity Fund, LP reports $69,948,273 sold from 52 investors on its Form D filed Jun 19, 2013. This is cumulative sales since the offering began, not current assets or performance.
Where is Beacon Annuity Fund, LP based?
Beacon Annuity Fund, LP is based in Greewich, Connecticut.
When did Beacon Annuity Fund, LP launch?
Beacon Annuity Fund, LP reports its first sale in Apr 2011.
Size compared with every private equity fund
Raised more than 70% of the 435 private equity funds based in Connecticut, and more than 68% of all 8,883 that report sales.