Bergen Global Yield Fund, LP is a private investment fund based in New York, New York. According to its most recent Form D, filed Mar 8, 2017, it has sold $19,400,000 of interests to 8 investors since its first sale in Mar 2016. 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 Eugene Tablis.
- Total raised
- $19,400,000Cumulative sales reported on Form D
- Investors
- 8
- First sale
- Mar 14, 2016
- 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
- Eugene Tablis
- Latest Form D
- Mar 8, 2017
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 Bergen Global Yield Fund, LP
What is the minimum investment for Bergen Global Yield Fund, LP?
According to its latest Form D, filed Mar 8, 2017, the minimum investment Bergen Global Yield Fund, LP accepts from an outside investor is $500,000.
Who can invest in Bergen Global Yield Fund, LP?
Bergen Global Yield 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 Bergen Global Yield Fund, LP raised?
Bergen Global Yield Fund, LP reports $19,400,000 sold from 8 investors on its Form D filed Mar 8, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Bergen Global Yield Fund, LP based?
Bergen Global Yield Fund, LP is based in New York, New York.
When did Bergen Global Yield Fund, LP launch?
Bergen Global Yield Fund, LP reports its first sale in Mar 2016.
Size compared with every private investment fund
Raised more than 54% of the 2,847 private investment funds based in New York, and more than 50% of all 10,333 that report sales.