AltMountain

E Trust

Pittsburgh, PA · CIK 1195473
Status: no Form D since Mar 2009. 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.

E Trust is a hedge fund based in Pittsburgh, Pennsylvania. According to its most recent Form D, filed Mar 6, 2009, the fund has sold $16,463,917 of interests to 37 investors since its first sale in Apr 1999. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Charles Warden; Joseph Banco, Jr; David Down.

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
$16,463,917Cumulative sales reported on Form D
Investors
37
First sale
Apr 26, 1999
Minimum investment
$250,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Other exemption
Key people and entities
Charles Warden; Joseph Banco, Jr; David Down
Latest Form D
Mar 6, 2009

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 E Trust

What is the minimum investment for E Trust?

According to its latest Form D, filed Mar 6, 2009, the minimum investment E Trust accepts from an outside investor is $250,000.

Who can invest in E Trust?

E Trust is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).

How much has E Trust raised?

E Trust reports $16,463,917 sold from 37 investors on its Form D filed Mar 6, 2009. This is cumulative sales since the offering began, not current assets or performance.

Where is E Trust based?

E Trust is based in Pittsburgh, Pennsylvania.

When did E Trust launch?

E Trust reports its first sale in Apr 1999.

Size compared with every hedge fund

Raised more than 40% of the 139 hedge funds based in Pennsylvania, and more than 27% of all 10,102 that report sales.

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