Empery Tax Efficient II LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Sep 17, 2020, the fund has sold $21,510,000 of interests to 5 investors since its first sale in Oct 2014. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Ryan Lane; Martin Hoe.
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
- $21,510,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Oct 1, 2014
- Minimum investment
- $500,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Ryan Lane; Martin Hoe
- Latest Form D
- Sep 17, 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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Empery Tax Efficient II LP
What is the minimum investment for Empery Tax Efficient II LP?
According to its latest Form D, filed Sep 17, 2020, the minimum investment Empery Tax Efficient II LP accepts from an outside investor is $500,000.
Who can invest in Empery Tax Efficient II LP?
Empery Tax Efficient II LP 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). It uses Rule 506(b), which does not allow general advertising.
How much has Empery Tax Efficient II LP raised?
Empery Tax Efficient II LP reports $21,510,000 sold from 5 investors on its Form D filed Sep 17, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Empery Tax Efficient II LP based?
Empery Tax Efficient II LP is based in New York, New York.
When did Empery Tax Efficient II LP launch?
Empery Tax Efficient II LP reports its first sale in Oct 2014.
Size compared with every hedge fund
Raised more than 31% of the 2,527 hedge funds based in New York, and more than 31% of all 10,134 that report sales.