FIAM Global Allocation, L.P.
FIAM Global Allocation, L.P. is a private investment fund based in Smithfield, Rhode Island. According to its most recent Form D, filed Jul 11, 2019, it has sold $1,071,535,500 of interests to 2 investors since its first sale in Jun 2018. The minimum investment it accepts from an outside investor is $500,000. 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 Judy Marlinski.
- Total raised
- $1,071,535,500Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Jun 29, 2018
- Minimum investment
- $500,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Judy Marlinski
- Latest Form D
- Jul 11, 2019
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about FIAM Global Allocation, L.P.
What is the minimum investment for FIAM Global Allocation, L.P.?
According to its latest Form D, filed Jul 11, 2019, the minimum investment FIAM Global Allocation, L.P. accepts from an outside investor is $500,000.
Who can invest in FIAM Global Allocation, L.P.?
FIAM Global Allocation, L.P. 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 FIAM Global Allocation, L.P. raised?
FIAM Global Allocation, L.P. reports $1,071,535,500 sold from 2 investors on its Form D filed Jul 11, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is FIAM Global Allocation, L.P. based?
FIAM Global Allocation, L.P. is based in Smithfield, Rhode Island.
When did FIAM Global Allocation, L.P. launch?
FIAM Global Allocation, L.P. reports its first sale in Jun 2018.
Size compared with every private investment fund
Raised more than 93% of the 27 private investment funds based in Rhode Island, and more than 94% of all 10,263 that report sales.