Essex Performance Fund, LP is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Feb 11, 2016, the fund has sold $66,868,573 of interests to 23 investors since its first sale in Jun 1986. 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 Luis Cortez; Martin Cournan; William Page.
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
- $66,868,573Cumulative sales reported on Form D
- Investors
- 23
- First sale
- Jun 3, 1986
- 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
- Luis Cortez; Martin Cournan; William Page
- Latest Form D
- Feb 11, 2016
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 Essex Performance Fund, LP
What is the minimum investment for Essex Performance Fund, LP?
According to its latest Form D, filed Feb 11, 2016, the minimum investment Essex Performance Fund, LP accepts from an outside investor is $500,000.
Who can invest in Essex Performance Fund, LP?
Essex Performance Fund, 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 Essex Performance Fund, LP raised?
Essex Performance Fund, LP reports $66,868,573 sold from 23 investors on its Form D filed Feb 11, 2016. This is cumulative sales since the offering began, not current assets or performance.
Where is Essex Performance Fund, LP based?
Essex Performance Fund, LP is based in Boston, Massachusetts.
When did Essex Performance Fund, LP launch?
Essex Performance Fund, LP reports its first sale in Jun 1986.
Size compared with every hedge fund
Raised more than 40% of the 474 hedge funds based in Massachusetts, and more than 51% of all 10,143 that report sales.