Capital Preservation Partners LLC is a hedge fund based in Greenwich, Connecticut. According to its most recent Form D, filed Mar 21, 2016, the fund has sold $273,125,203 of interests to 103 investors since its first sale in Apr 2005. 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(b), which does not permit general solicitation. Related persons named in the filing include S. Sussman.
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
- $273,125,203Cumulative sales reported on Form D
- Investors
- 103
- First sale
- Apr 1, 2005
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- S. Sussman
- Latest Form D
- Mar 21, 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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Mar 21, 2016 | Form D/A (amendment) | $273,125,203 | 103 | SEC.gov ↗ |
| Mar 20, 2015 | Form D/A (amendment) | $272,830,203 | 102 | SEC.gov ↗ |
| Mar 7, 2014 | Form D/A (amendment) | $272,830,203 | 102 | SEC.gov ↗ |
| Mar 12, 2012 | Form D/A (amendment) | $262,969,705 | 102 | SEC.gov ↗ |
4 Form D filings in the SEC's electronic records (2008 onward), the earliest on Mar 12, 2012. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Related vehicles with the same name (2)
| Vehicle | Total raised | Investors | Latest Form D |
|---|---|---|---|
| CAPITAL PRESERVATION PARTNERS LLC (this page) | $273,125,203 | 103 | Mar 21, 2016 |
| Capital Preservation Partners Ltd | $28,374,467 | 17 | Mar 21, 2016 |
Funds are often offered through several legal vehicles, such as onshore, offshore, feeder, parallel or tax-exempt versions, and each one files its own Form D. These 2 filings share this fund's name apart from such vehicle words or a series letter, which usually means they are versions of one fund. Grouped by AltMountain from the names on the filings alone, so the list may be incomplete or include a separate fund with a near-identical name; amounts are each vehicle's own filing and should not be added together, because a feeder's money can also be counted in its master fund. Source: SEC Form D filings.
Questions about Capital Preservation Partners LLC
What is the minimum investment for Capital Preservation Partners LLC?
Capital Preservation Partners LLC's latest Form D, filed Mar 21, 2016, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Capital Preservation Partners LLC?
Capital Preservation Partners 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(b), which does not allow general advertising.
How much has Capital Preservation Partners LLC raised?
Capital Preservation Partners LLC reports $273,125,203 sold from 103 investors on its Form D filed Mar 21, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Capital Preservation Partners LLC based?
Capital Preservation Partners LLC is based in Greenwich, Connecticut.
When did Capital Preservation Partners LLC launch?
Capital Preservation Partners LLC reports its first sale in Apr 2005.
Size compared with every hedge fund
Raised more than 82% of the 866 hedge funds based in Connecticut, and more than 74% of all 10,140 that report sales.