Concentric Short Duration Bond Fund, LP
Concentric Short Duration Bond Fund, LP is a hedge fund based in Lake Oswego, Oregon. Its most recent Form D, filed Mar 31, 2016, reports no sales yet. The minimum investment it accepts from an outside investor is $500,000. 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.
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
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $500,000
- 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
- Latest Form D
- Mar 31, 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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Concentric Short Duration Bond Fund, LP
What is the minimum investment for Concentric Short Duration Bond Fund, LP?
According to its latest Form D, filed Mar 31, 2016, the minimum investment Concentric Short Duration Bond Fund, LP accepts from an outside investor is $500,000.
Who can invest in Concentric Short Duration Bond Fund, LP?
Concentric Short Duration Bond 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 Concentric Short Duration Bond Fund, LP raised?
Concentric Short Duration Bond Fund, LP's latest Form D, filed Mar 31, 2016, reports no sales yet.
Where is Concentric Short Duration Bond Fund, LP based?
Concentric Short Duration Bond Fund, LP is based in Lake Oswego, Oregon.
Size compared with every hedge fund
This fund hasn't reported any sales yet.