Confluence Multi-Strategy Fund, LLC
Confluence Multi-Strategy Fund, LLC is a hedge fund based in Portland, Oregon. According to its most recent Form D, filed Oct 4, 2019, the fund has sold $201,265,712 of interests to 96 investors since its first sale in Sep 2009. The minimum investment it accepts from an outside investor is $100,000. 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 Erik Lewis; BMO Family Office, LLC; Scott Wickizer.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $201,265,712Cumulative sales reported on Form D
- Investors
- 96
- First sale
- Sep 1, 2009
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Erik Lewis; BMO Family Office, LLC; Scott Wickizer
- Latest Form D
- Oct 4, 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 Confluence Multi-Strategy Fund, LLC
What is the minimum investment for Confluence Multi-Strategy Fund, LLC?
According to its latest Form D, filed Oct 4, 2019, the minimum investment Confluence Multi-Strategy Fund, LLC accepts from an outside investor is $100,000.
Who can invest in Confluence Multi-Strategy Fund, LLC?
Confluence Multi-Strategy Fund, LLC 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 Confluence Multi-Strategy Fund, LLC raised?
Confluence Multi-Strategy Fund, LLC reports $201,265,712 sold from 96 investors on its Form D filed Oct 4, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Confluence Multi-Strategy Fund, LLC based?
Confluence Multi-Strategy Fund, LLC is based in Portland, Oregon.
When did Confluence Multi-Strategy Fund, LLC launch?
Confluence Multi-Strategy Fund, LLC reports its first sale in Sep 2009.
Size compared with every hedge fund
Raised more than 88% of the 16 hedge funds based in Oregon, and more than 69% of all 10,129 that report sales.