AltMountain

Diversified Value Preferred, LP

New York, NY · CIK 1815088
Status: no Form D since Jun 2020. 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.

Diversified Value Preferred, LP is a private equity fund based in New York, New York. According to its most recent Form D, filed Jun 15, 2020, it has sold $15,406,228 of interests to 2 investors since its first sale in Jun 2020. 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 Anthony Cusano; Scott Halper; Banner Ridge Fund III GP, LLC.

Total raised
$15,406,228Cumulative sales reported on Form D
Investors
2
First sale
Jun 1, 2020
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
Anthony Cusano; Scott Halper; Banner Ridge Fund III GP, LLC
Latest Form D
Jun 15, 2020

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 Diversified Value Preferred, LP

What is the minimum investment for Diversified Value Preferred, LP?

Diversified Value Preferred, LP's latest Form D, filed Jun 15, 2020, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Diversified Value Preferred, LP?

Diversified Value Preferred, LP 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 Diversified Value Preferred, LP raised?

Diversified Value Preferred, LP reports $15,406,228 sold from 2 investors on its Form D filed Jun 15, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Diversified Value Preferred, LP based?

Diversified Value Preferred, LP is based in New York, New York.

When did Diversified Value Preferred, LP launch?

Diversified Value Preferred, LP reports its first sale in Jun 2020.

Size compared with every private equity fund

Raised more than 61% of the 3,666 private equity funds based in New York, and more than 48% of all 8,888 that report sales.

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