AltMountain

Caldera Equity Fund, L.P.

Chicago, IL · CIK 1457569
Status: no Form D since May 2012. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Caldera Equity Fund, L.P. is a hedge fund based in Chicago, Illinois. According to its most recent Form D, filed May 4, 2012, the fund has sold $175,000 of interests to 2 investors since its first sale in Feb 2009. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Neal Goyal.

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
$175,000Cumulative sales reported on Form D
Investors
2
First sale
Feb 11, 2009
Minimum investment
$250,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Net asset value range
$1 - $5,000,000Self-reported
Key people and entities
Neal Goyal
Latest Form D
May 4, 2012

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 Caldera Equity Fund, L.P.

What is the minimum investment for Caldera Equity Fund, L.P.?

According to its latest Form D, filed May 4, 2012, the minimum investment Caldera Equity Fund, L.P. accepts from an outside investor is $250,000.

Who can invest in Caldera Equity Fund, L.P.?

Caldera Equity Fund, L.P. 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 much has Caldera Equity Fund, L.P. raised?

Caldera Equity Fund, L.P. reports $175,000 sold from 2 investors on its Form D filed May 4, 2012. This is cumulative sales since the offering began, not current assets or performance.

Where is Caldera Equity Fund, L.P. based?

Caldera Equity Fund, L.P. is based in Chicago, Illinois.

When did Caldera Equity Fund, L.P. launch?

Caldera Equity Fund, L.P. reports its first sale in Feb 2009.

Size compared with every hedge fund

Raised more than 9% of the 316 hedge funds based in Illinois, and more than 1% of all 10,140 that report sales.

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