Benjamin Lo
Benjamin Lo is a hedge fund based in Ramsey, New Jersey. According to its most recent Form D, filed Jul 6, 2016, the fund has sold $8,100,000 of interests to 12 investors since its first sale in Jan 2012. The minimum investment it accepts from an outside investor is $150,000. 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 Pavise Capital Investors LLC; Benjamin Lo; Kevin Lo.
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
- $8,100,000Cumulative sales reported on Form D
- Investors
- 12
- First sale
- Jan 17, 2012
- Minimum investment
- $150,000
- 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
- Pavise Capital Investors LLC; Benjamin Lo; Kevin Lo
- Latest Form D
- Jul 6, 2016
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 Benjamin Lo
What is the minimum investment for Benjamin Lo?
According to its latest Form D, filed Jul 6, 2016, the minimum investment Benjamin Lo accepts from an outside investor is $150,000.
Who can invest in Benjamin Lo?
Benjamin Lo 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 Benjamin Lo raised?
Benjamin Lo reports $8,100,000 sold from 12 investors on its Form D filed Jul 6, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Benjamin Lo based?
Benjamin Lo is based in Ramsey, New Jersey.
When did Benjamin Lo launch?
Benjamin Lo reports its first sale in Jan 2012.
Size compared with every hedge fund
Raised more than 36% of the 211 hedge funds based in New Jersey, and more than 19% of all 10,102 that report sales.