Bo Tree Total Return Fund, LP is a hedge fund based in Uniondale, New York. According to its most recent Form D, filed Sep 23, 2026, the fund has sold $946,294 of interests to 5 investors since its first sale in Nov 2025. The minimum investment it accepts from an outside investor is $500,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Raj Shekhar.
Performance
No verified 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
- $946,294Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Nov 20, 2025
- Minimum investment
- $500,000
- 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
- Raj Shekhar
- Latest Form D
- Sep 23, 2026
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 Bo Tree Total Return Fund, LP
What is the minimum investment for Bo Tree Total Return Fund, LP?
According to its latest Form D, filed Sep 23, 2026, the minimum investment Bo Tree Total Return Fund, LP accepts from an outside investor is $500,000.
Who can invest in Bo Tree Total Return Fund, LP?
Bo Tree Total Return 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). It uses Rule 506(b), which does not allow general advertising.
How much has Bo Tree Total Return Fund, LP raised?
Bo Tree Total Return Fund, LP reports $946,294 sold from 5 investors on its Form D filed Sep 23, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Bo Tree Total Return Fund, LP based?
Bo Tree Total Return Fund, LP is based in Uniondale, New York.
When did Bo Tree Total Return Fund, LP launch?
Bo Tree Total Return Fund, LP reports its first sale in Nov 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every hedge fund
Raised more than 12% of the 2,544 hedge funds based in New York, and more than 5% of all 10,307 that report sales.