AltMountain

Cumberland Partners

New York, NY · CIK 1104370
Status: no Form D since Mar 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.

Cumberland Partners is a hedge fund based in New York, New York. According to its most recent Form D, filed Mar 3, 2016, the fund has sold $199,782,740 of interests to 125 investors since its first sale in Jun 1970. The filing does not set a minimum investment. 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 Andrew Wallach; Cumberland GP LLC; SpringOwl Partners LLC.

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
$199,782,740Cumulative sales reported on Form D
Investors
125
First sale
Jun 1, 1970
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Andrew Wallach; Cumberland GP LLC; SpringOwl Partners LLC
Latest Form D
Mar 3, 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 Cumberland Partners

What is the minimum investment for Cumberland Partners?

Cumberland Partners's latest Form D, filed Mar 3, 2016, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Cumberland Partners?

Cumberland Partners 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 Cumberland Partners raised?

Cumberland Partners reports $199,782,740 sold from 125 investors on its Form D filed Mar 3, 2016. This is cumulative sales since the offering began, not current assets or performance.

Where is Cumberland Partners based?

Cumberland Partners is based in New York, New York.

When did Cumberland Partners launch?

Cumberland Partners reports its first sale in Jun 1970.

Size compared with every hedge fund

Raised more than 66% of the 2,524 hedge funds based in New York, and more than 69% of all 10,129 that report sales.

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