Bridgewater Optimal Portfolio, LLC is a private investment fund based in Westport, Connecticut. According to its most recent Form D, filed Oct 25, 2024, it has sold $5,545,689,125 of interests to 26 investors since its first sale in Feb 2015. 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(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Robert Prince; Karen Karniol-Tambour; Gregory Jensen.
- Total raised
- $5,545,689,125Cumulative sales reported on Form D
- Investors
- 26
- First sale
- Feb 1, 2015
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Robert Prince; Karen Karniol-Tambour; Gregory Jensen
- Latest Form D
- Oct 25, 2024
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 Bridgewater Optimal Portfolio, LLC
What is the minimum investment for Bridgewater Optimal Portfolio, LLC?
Bridgewater Optimal Portfolio, LLC's latest Form D, filed Oct 25, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Bridgewater Optimal Portfolio, LLC?
Bridgewater Optimal Portfolio, LLC 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Bridgewater Optimal Portfolio, LLC raised?
Bridgewater Optimal Portfolio, LLC reports $5,545,689,125 sold from 26 investors on its Form D filed Oct 25, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Bridgewater Optimal Portfolio, LLC based?
Bridgewater Optimal Portfolio, LLC is based in Westport, Connecticut.
When did Bridgewater Optimal Portfolio, LLC launch?
Bridgewater Optimal Portfolio, LLC reports its first sale in Feb 2015.
Size compared with every private investment fund
Raised more than 98% of the 307 private investment funds based in Connecticut, and more than 99% of all 10,333 that report sales.