CB1 Wellness Fund, LP
CB1 Wellness Fund, LP is a hedge fund based in Port Washington, New York. According to its most recent Form D, filed Feb 11, 2021, the fund has sold $17,584,660 of interests to 77 investors since its first sale in Nov 2017. The filing does not set a minimum investment. 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 Jon Tyras; Todd Harrison; Loren DeFalco.
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
- $17,584,660Cumulative sales reported on Form D
- Investors
- 77
- First sale
- Nov 16, 2017
- Minimum investment
- None set
- 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
- Jon Tyras; Todd Harrison; Loren DeFalco
- Latest Form D
- Feb 11, 2021
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 CB1 Wellness Fund, LP
What is the minimum investment for CB1 Wellness Fund, LP?
CB1 Wellness Fund, LP's latest Form D, filed Feb 11, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in CB1 Wellness Fund, LP?
CB1 Wellness Fund, 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 CB1 Wellness Fund, LP raised?
CB1 Wellness Fund, LP reports $17,584,660 sold from 77 investors on its Form D filed Feb 11, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is CB1 Wellness Fund, LP based?
CB1 Wellness Fund, LP is based in Port Washington, New York.
When did CB1 Wellness Fund, LP launch?
CB1 Wellness Fund, LP reports its first sale in Nov 2017.
Size compared with every hedge fund
Raised more than 29% of the 2,526 hedge funds based in New York, and more than 28% of all 10,127 that report sales.