Chartwell Associates LP
Chartwell Associates LP is a hedge fund based in Rossville, Georgia. According to its most recent Form D, filed Dec 30, 2019, the fund has sold $100,000 of interests to 3 investors since its first sale in Nov 2018. The minimum investment it accepts from an outside investor is $25,000. 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 Benjamin Harris.
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
- $100,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Nov 19, 2018
- Minimum investment
- $25,000
- 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
- Benjamin Harris
- Latest Form D
- Dec 30, 2019
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 Chartwell Associates LP
What is the minimum investment for Chartwell Associates LP?
According to its latest Form D, filed Dec 30, 2019, the minimum investment Chartwell Associates LP accepts from an outside investor is $25,000.
Who can invest in Chartwell Associates LP?
Chartwell Associates 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 Chartwell Associates LP raised?
Chartwell Associates LP reports $100,000 sold from 3 investors on its Form D filed Dec 30, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Chartwell Associates LP based?
Chartwell Associates LP is based in Rossville, Georgia.
When did Chartwell Associates LP launch?
Chartwell Associates LP reports its first sale in Nov 2018.
Size compared with every hedge fund
Raised more than 15% of the 143 hedge funds based in Georgia, and more than 1% of all 10,129 that report sales.