AltMountain

Chilton Global Balanced, L.P.

Stamford, CT · CIK 1480964
Status: no Form D since Oct 2016. 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.

Chilton Global Balanced, L.P. is a private investment fund based in Stamford, Connecticut. According to its most recent Form D, filed Oct 7, 2016, it has sold $9,451,306 of interests to 8 investors since its first sale in Jan 2010. The minimum investment it accepts from an outside investor is $1,000. 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 Lisa Czachor; Porter Goss; Richard Chilton, Jr.

Total raised
$9,451,306Cumulative sales reported on Form D
Investors
8
First sale
Jan 1, 2010
Minimum investment
$1,000
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
Lisa Czachor; Porter Goss; Richard Chilton, Jr
Latest Form D
Oct 7, 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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Chilton Global Balanced, L.P.

What is the minimum investment for Chilton Global Balanced, L.P.?

According to its latest Form D, filed Oct 7, 2016, the minimum investment Chilton Global Balanced, L.P. accepts from an outside investor is $1,000.

Who can invest in Chilton Global Balanced, L.P.?

Chilton Global Balanced, 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). It uses Rule 506(b), which does not allow general advertising.

How much has Chilton Global Balanced, L.P. raised?

Chilton Global Balanced, L.P. reports $9,451,306 sold from 8 investors on its Form D filed Oct 7, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is Chilton Global Balanced, L.P. based?

Chilton Global Balanced, L.P. is based in Stamford, Connecticut.

When did Chilton Global Balanced, L.P. launch?

Chilton Global Balanced, L.P. reports its first sale in Jan 2010.

Size compared with every private investment fund

Raised more than 38% of the 307 private investment funds based in Connecticut, and more than 40% of all 10,287 that report sales.

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