Bourgeon Partners LP is a hedge fund based in Darien, Connecticut. According to its most recent Form D, filed Feb 11, 2016, the fund has sold $32,880,690 of interests to 52 investors since its first sale in Jan 2000. The minimum investment it accepts from an outside investor is $1,000,000. 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 BCM Investments, LLC; John Zaro III.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $32,880,690Cumulative sales reported on Form D
- Investors
- 52
- First sale
- Jan 3, 2000
- Minimum investment
- $1,000,000
- 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
- BCM Investments, LLC; John Zaro III
- Latest Form D
- Feb 11, 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 Bourgeon Partners LP
What is the minimum investment for Bourgeon Partners LP?
According to its latest Form D, filed Feb 11, 2016, the minimum investment Bourgeon Partners LP accepts from an outside investor is $1,000,000.
Who can invest in Bourgeon Partners LP?
Bourgeon 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 Bourgeon Partners LP raised?
Bourgeon Partners LP reports $32,880,690 sold from 52 investors on its Form D filed Feb 11, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Bourgeon Partners LP based?
Bourgeon Partners LP is based in Darien, Connecticut.
When did Bourgeon Partners LP launch?
Bourgeon Partners LP reports its first sale in Jan 2000.
Size compared with every hedge fund
Raised more than 45% of the 860 hedge funds based in Connecticut, and more than 39% of all 10,127 that report sales.