AltMountain

Dynamic Permanent Portfolio, LP

Atlanta, GA · CIK 1504411
Status: no Form D since Jan 2012. 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.

Dynamic Permanent Portfolio, LP is a hedge fund based in Atlanta, Georgia. According to its most recent Form D, filed Jan 25, 2012, the fund has sold $7,883,854 of interests to 7 investors since its first sale in Oct 2010. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Kevin Ellis; none) Op 8 Analytics LLC; none) CARF Management 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
$7,883,854Cumulative sales reported on Form D
Investors
7
First sale
Oct 15, 2010
Minimum investment
$250,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Other exemption
Key people and entities
Kevin Ellis; none) Op 8 Analytics LLC; none) CARF Management LLC
Latest Form D
Jan 25, 2012

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 Dynamic Permanent Portfolio, LP

What is the minimum investment for Dynamic Permanent Portfolio, LP?

According to its latest Form D, filed Jan 25, 2012, the minimum investment Dynamic Permanent Portfolio, LP accepts from an outside investor is $250,000.

Who can invest in Dynamic Permanent Portfolio, LP?

Dynamic Permanent Portfolio, 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).

How much has Dynamic Permanent Portfolio, LP raised?

Dynamic Permanent Portfolio, LP reports $7,883,854 sold from 7 investors on its Form D filed Jan 25, 2012. This is cumulative sales since the offering began, not current assets or performance.

Where is Dynamic Permanent Portfolio, LP based?

Dynamic Permanent Portfolio, LP is based in Atlanta, Georgia.

When did Dynamic Permanent Portfolio, LP launch?

Dynamic Permanent Portfolio, LP reports its first sale in Oct 2010.

Size compared with every hedge fund

Raised more than 39% of the 143 hedge funds based in Georgia, and more than 18% of all 10,128 that report sales.

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