Cahaba Partners Tactical Equity Program
Cahaba Partners Tactical Equity Program is a private fund (tactical fund) organized in Delaware, United States and advised by Highland Associates Inc. Its adviser reported $896,564,887 in gross assets for the fund on Form ADV, filed Nov 4, 2024. It reported 18 beneficial owners. The minimum investment it accepts is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. It invests in other private funds (a fund of funds).
- Gross assets
- $896,564,887As reported on Form ADV
- Beneficial owners
- 18
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private fundTACTICAL FUND
- Domicile
- Delaware, United States
- Auditor
- PWC
- Administrator
- Global Trust Company
- Prime broker
- Morgan Stanley Capital Markets
- Custodian
- State Street Bank and Trust Company
- Adviser
- Highland Associates Inc · Birmingham, AL · CRD 104948
- Reported on
- Nov 4, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Cahaba Partners Tactical Equity Program
What is the minimum investment for Cahaba Partners Tactical Equity Program?
According to its adviser's Form ADV filed Nov 4, 2024, the minimum investment Cahaba Partners Tactical Equity Program accepts is $1,000,000.
Who can invest in Cahaba Partners Tactical Equity Program?
Cahaba Partners Tactical Equity Program 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).
How large is Cahaba Partners Tactical Equity Program?
Its adviser reported $896,564,887 in gross assets on Form ADV filed Nov 4, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Cahaba Partners Tactical Equity Program?
Cahaba Partners Tactical Equity Program is advised by Highland Associates Inc, based in Birmingham, AL.
Who are Cahaba Partners Tactical Equity Program's service providers?
Its Form ADV lists PWC as auditor and Global Trust Company as administrator.