Chartwell Value Opportunities, L.P.
Chartwell Value Opportunities, L.P. is a hedge fund based in Berwyn, Pennsylvania. According to its most recent Form D, filed May 8, 2015, the fund has sold $10,558,455 of interests to 20 investors since its first sale in Nov 2009. The minimum investment it accepts from an outside investor is $500,000. 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 Chartwell Investment Partners, Inc; Timothy Harkins; Timothy Riddle.
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
- $10,558,455Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Nov 1, 2009
- Minimum investment
- $500,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Chartwell Investment Partners, Inc; Timothy Harkins; Timothy Riddle
- Latest Form D
- May 8, 2015
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 Value Opportunities, L.P.
What is the minimum investment for Chartwell Value Opportunities, L.P.?
According to its latest Form D, filed May 8, 2015, the minimum investment Chartwell Value Opportunities, L.P. accepts from an outside investor is $500,000.
Who can invest in Chartwell Value Opportunities, L.P.?
Chartwell Value Opportunities, L.P. 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 Chartwell Value Opportunities, L.P. raised?
Chartwell Value Opportunities, L.P. reports $10,558,455 sold from 20 investors on its Form D filed May 8, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Chartwell Value Opportunities, L.P. based?
Chartwell Value Opportunities, L.P. is based in Berwyn, Pennsylvania.
When did Chartwell Value Opportunities, L.P. launch?
Chartwell Value Opportunities, L.P. reports its first sale in Nov 2009.
Size compared with every hedge fund
Raised more than 32% of the 139 hedge funds based in Pennsylvania, and more than 22% of all 10,143 that report sales.