Concentric Long-Biased, LP
Concentric Long-Biased, LP is a hedge fund based in Lake Oswego, Oregon. According to its most recent Form D, filed May 15, 2017, the fund has sold $3,825,587,982 of interests to 506 investors since its first sale in Jan 1997. The minimum investment it accepts from an outside investor is $100,000. 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 Paul Ortner, IV; Concentric Wealth Advisors, LLC; Scott Thompson.
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
- $3,825,587,982Cumulative sales reported on Form D
- Investors
- 506
- First sale
- Jan 1, 1997
- Minimum investment
- $100,000
- 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
- Paul Ortner, IV; Concentric Wealth Advisors, LLC; Scott Thompson
- Latest Form D
- May 15, 2017
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 Concentric Long-Biased, LP
What is the minimum investment for Concentric Long-Biased, LP?
According to its latest Form D, filed May 15, 2017, the minimum investment Concentric Long-Biased, LP accepts from an outside investor is $100,000.
Who can invest in Concentric Long-Biased, LP?
Concentric Long-Biased, 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 Concentric Long-Biased, LP raised?
Concentric Long-Biased, LP reports $3,825,587,982 sold from 506 investors on its Form D filed May 15, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Concentric Long-Biased, LP based?
Concentric Long-Biased, LP is based in Lake Oswego, Oregon.
When did Concentric Long-Biased, LP launch?
Concentric Long-Biased, LP reports its first sale in Jan 1997.
Size compared with every hedge fund
Raised more than 100% of the 16 hedge funds based in Oregon, and more than 98% of all 10,129 that report sales.