AltMountain

Excelsior Discovery L P

Great Neck, NY · CIK 1276865
Status: no Form D since Feb 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.

Excelsior Discovery L P is a hedge fund based in Great Neck, New York. According to its most recent Form D, filed Feb 24, 2009, the fund has sold $53,910,108 of interests to 97 investors since its first sale in Jan 1998. The minimum investment it accepts from an outside investor is $500,000. Related persons named in the filing include Excelsior Discovery Management, LLC; David Schwartz.

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
$53,910,108Cumulative sales reported on Form D
Investors
97
First sale
Jan 1, 1998
Minimum investment
$500,000
Who can invest
Not stated
Offering exemption
Other exemption
Key people and entities
Excelsior Discovery Management, LLC; David Schwartz
Latest Form D
Feb 24, 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 Excelsior Discovery L P

What is the minimum investment for Excelsior Discovery L P?

According to its latest Form D, filed Feb 24, 2009, the minimum investment Excelsior Discovery L P accepts from an outside investor is $500,000.

Who can invest in Excelsior Discovery L P?

Excelsior Discovery L P is generally open only to investors who meet the eligibility rules in its offering documents.

How much has Excelsior Discovery L P raised?

Excelsior Discovery L P reports $53,910,108 sold from 97 investors on its Form D filed Feb 24, 2009. This is cumulative sales since the offering began, not current assets or performance.

Where is Excelsior Discovery L P based?

Excelsior Discovery L P is based in Great Neck, New York.

When did Excelsior Discovery L P launch?

Excelsior Discovery L P reports its first sale in Jan 1998.

Size compared with every hedge fund

Raised more than 44% of the 2,528 hedge funds based in New York, and more than 47% of all 10,143 that report sales.

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