Diamond Hill Funds is a private investment fund based in Columbus, Ohio. According to its most recent Form D, filed Mar 2, 2021, it has sold $10,000,000 of interests to 1 investor since its first sale in Feb 2021. The minimum investment it accepts from an outside investor is $2,500. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include John Kelly-Jones; Tamara Fagely; Nancy Morris.
- Total raised
- $10,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Feb 26, 2021
- Minimum investment
- $2,500
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $5,000,001 - $25,000,000Self-reported
- Key people and entities
- John Kelly-Jones; Tamara Fagely; Nancy Morris
- Latest Form D
- Mar 2, 2021
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 Diamond Hill Funds
What is the minimum investment for Diamond Hill Funds?
According to its latest Form D, filed Mar 2, 2021, the minimum investment Diamond Hill Funds accepts from an outside investor is $2,500.
Who can invest in Diamond Hill Funds?
Diamond Hill Funds is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Diamond Hill Funds raised?
Diamond Hill Funds reports $10,000,000 sold from 1 investor on its Form D filed Mar 2, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Diamond Hill Funds based?
Diamond Hill Funds is based in Columbus, Ohio.
When did Diamond Hill Funds launch?
Diamond Hill Funds reports its first sale in Feb 2021.
Size compared with every private investment fund
Raised more than 42% of the 115 private investment funds based in Ohio, and more than 41% of all 10,333 that report sales.