Excelsior Qualified L P is a hedge fund based in Melville, New York. According to its most recent Form D, filed Apr 25, 2024, the fund has sold $71,511,931 of interests to 193 investors since its first sale in Apr 1994. 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 Carl Friedrich; Excelsior Management, LLC; Stephen Perrino.
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
- $71,511,931Cumulative sales reported on Form D
- Investors
- 193
- First sale
- Apr 1, 1994
- 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
- Carl Friedrich; Excelsior Management, LLC; Stephen Perrino
- Latest Form D
- Apr 25, 2024
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 Qualified L P
What is the minimum investment for Excelsior Qualified L P?
According to its latest Form D, filed Apr 25, 2024, the minimum investment Excelsior Qualified L P accepts from an outside investor is $500,000.
Who can invest in Excelsior Qualified L P?
Excelsior Qualified L P 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 Excelsior Qualified L P raised?
Excelsior Qualified L P reports $71,511,931 sold from 193 investors on its Form D filed Apr 25, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Excelsior Qualified L P based?
Excelsior Qualified L P is based in Melville, New York.
When did Excelsior Qualified L P launch?
Excelsior Qualified L P reports its first sale in Apr 1994.
Size compared with every hedge fund
Raised more than 49% of the 2,528 hedge funds based in New York, and more than 52% of all 10,140 that report sales.