Equity Group Partners, LLC
Equity Group Partners, LLC is a hedge fund based in Fort Lauderdale, Florida. According to its most recent Form D, filed Nov 2, 2015, the fund has sold $200,000 of interests to 4 investors since its first sale in Oct 2015. The minimum investment it accepts from an outside investor is $50,000. 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 Kerry Marshall; Patrick MontesDeOca.
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
- $200,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Oct 26, 2015
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Kerry Marshall; Patrick MontesDeOca
- Latest Form D
- Nov 2, 2015
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 Equity Group Partners, LLC
What is the minimum investment for Equity Group Partners, LLC?
According to its latest Form D, filed Nov 2, 2015, the minimum investment Equity Group Partners, LLC accepts from an outside investor is $50,000.
Who can invest in Equity Group Partners, LLC?
Equity Group Partners, LLC 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 Equity Group Partners, LLC raised?
Equity Group Partners, LLC reports $200,000 sold from 4 investors on its Form D filed Nov 2, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Equity Group Partners, LLC based?
Equity Group Partners, LLC is based in Fort Lauderdale, Florida.
When did Equity Group Partners, LLC launch?
Equity Group Partners, LLC reports its first sale in Oct 2015.
Size compared with every hedge fund
Raised more than 19% of the 743 hedge funds based in Florida, and more than 1% of all 10,129 that report sales.