AltMountain

Empyrean Capital Overseas ERISA Fund, Ltd.

Grand Cayman, Cayman Islands · CIK 1526876 · Managed by Empyrean Capital Partners, LP
Offshore

Empyrean Capital Overseas ERISA Fund, Ltd. is a hedge fund based in Grand Cayman, Cayman Islands. According to its most recent Form D, filed Feb 27, 2026, the fund has sold $966,648,149 of interests to 19 investors since its first sale in Feb 2011. The minimum investment it accepts from an outside investor is $100,000. 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 Empyrean Capital Partners, LP; Peter Bergren; Paul Stevenson.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Empyrean Capital Partners, LP, which manages it, disclosed U.S. stock holdings that returned an estimated +6.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +27.1% (S&P 500: +37.2%).

This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.

Is this your fund? Report your monthly returns · How performance works

Total raised
$966,648,149Cumulative sales reported on Form D
Investors
19
First sale
Feb 1, 2011
Minimum investment
$100,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Empyrean Capital Partners, LP; Peter Bergren; Paul Stevenson
Latest Form D
Feb 27, 2026

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 Empyrean Capital Overseas ERISA Fund, Ltd.

What is the minimum investment for Empyrean Capital Overseas ERISA Fund, Ltd.?

According to its latest Form D, filed Feb 27, 2026, the minimum investment Empyrean Capital Overseas ERISA Fund, Ltd. accepts from an outside investor is $100,000.

Who can invest in Empyrean Capital Overseas ERISA Fund, Ltd.?

Empyrean Capital Overseas ERISA Fund, Ltd. 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 Empyrean Capital Overseas ERISA Fund, Ltd. raised?

Empyrean Capital Overseas ERISA Fund, Ltd. reports $966,648,149 sold from 19 investors on its Form D filed Feb 27, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Empyrean Capital Overseas ERISA Fund, Ltd. based?

Empyrean Capital Overseas ERISA Fund, Ltd. is based in Grand Cayman, Cayman Islands and is managed by Empyrean Capital Partners, LP.

When did Empyrean Capital Overseas ERISA Fund, Ltd. launch?

Empyrean Capital Overseas ERISA Fund, Ltd. reports its first sale in Feb 2011.

Size compared with every hedge fund

Raised more than 85% of the 2,363 hedge funds based in Cayman Islands, and more than 89% of all 10,308 that report sales.

Other funds with the same team

More hedge funds in Grand Cayman

Similar-size hedge funds in Cayman Islands

All hedge funds in Cayman Islands