Birchwald Partners LP is a hedge fund based in Cleveland, Ohio. According to its most recent Form D, filed Jan 26, 2018, the fund has sold $63,973,611 of interests to 17 investors since its first sale in Dec 2013. The filing does not set a minimum investment. 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 Ancora Advisors, LLC.
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
- $63,973,611Cumulative sales reported on Form D
- Investors
- 17
- First sale
- Dec 13, 2013
- Minimum investment
- None set
- 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
- Ancora Advisors, LLC
- Latest Form D
- Jan 26, 2018
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 Birchwald Partners LP
What is the minimum investment for Birchwald Partners LP?
Birchwald Partners LP's latest Form D, filed Jan 26, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Birchwald Partners LP?
Birchwald Partners 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). It uses Rule 506(b), which does not allow general advertising.
How much has Birchwald Partners LP raised?
Birchwald Partners LP reports $63,973,611 sold from 17 investors on its Form D filed Jan 26, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Birchwald Partners LP based?
Birchwald Partners LP is based in Cleveland, Ohio.
When did Birchwald Partners LP launch?
Birchwald Partners LP reports its first sale in Dec 2013.
Size compared with every hedge fund
Raised more than 69% of the 59 hedge funds based in Ohio, and more than 50% of all 10,129 that report sales.