BGA Horizon Fund, LLC - Briarwood Series
BGA Horizon Fund, LLC - Briarwood Series is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Dec 31, 2025, the fund has sold $82,306,044 of interests to 72 investors since its first sale in Jan 2019. The filing does not set a minimum investment. 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 Battery Global Advisors, LLC.
Performance
No verified returns have been reported for this fund. As a rough guide, Battery Global Advisors, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +2.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +22.4% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $82,306,044Cumulative sales reported on Form D
- Investors
- 72
- First sale
- Jan 1, 2019
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Battery Global Advisors, LLC
- Latest Form D
- Dec 31, 2025
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 BGA Horizon Fund, LLC - Briarwood Series
What is the minimum investment for BGA Horizon Fund, LLC - Briarwood Series?
BGA Horizon Fund, LLC - Briarwood Series's latest Form D, filed Dec 31, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in BGA Horizon Fund, LLC - Briarwood Series?
BGA Horizon Fund, LLC - Briarwood Series 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 BGA Horizon Fund, LLC - Briarwood Series raised?
BGA Horizon Fund, LLC - Briarwood Series reports $82,306,044 sold from 72 investors on its Form D filed Dec 31, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is BGA Horizon Fund, LLC - Briarwood Series based?
BGA Horizon Fund, LLC - Briarwood Series is based in Boston, Massachusetts and is managed by Battery Global Advisors, LLC.
When did BGA Horizon Fund, LLC - Briarwood Series launch?
BGA Horizon Fund, LLC - Briarwood Series reports its first sale in Jan 2019.
Size compared with every hedge fund
Raised more than 43% of the 474 hedge funds based in Massachusetts, and more than 54% of all 10,308 that report sales.
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