AltMountain

Financial Opportunity Long/Short Fund LLC

McLean, VA · CIK 1663646
Status: no Form D since Apr 2019. 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.

Financial Opportunity Long/Short Fund LLC is a hedge fund based in McLean, Virginia. According to its most recent Form D, filed Apr 1, 2019, the fund has sold $7,285,644 of interests to 16 investors since its first sale in Jan 2016. The minimum investment it accepts from an outside investor is $250,000. 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 Martin Friedman; Andrew Jose.

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
$7,285,644Cumulative sales reported on Form D
Investors
16
First sale
Jan 1, 2016
Minimum investment
$250,000
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
Martin Friedman; Andrew Jose
Latest Form D
Apr 1, 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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Financial Opportunity Long/Short Fund LLC

What is the minimum investment for Financial Opportunity Long/Short Fund LLC?

According to its latest Form D, filed Apr 1, 2019, the minimum investment Financial Opportunity Long/Short Fund LLC accepts from an outside investor is $250,000.

Who can invest in Financial Opportunity Long/Short Fund LLC?

Financial Opportunity Long/Short Fund 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 Financial Opportunity Long/Short Fund LLC raised?

Financial Opportunity Long/Short Fund LLC reports $7,285,644 sold from 16 investors on its Form D filed Apr 1, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Financial Opportunity Long/Short Fund LLC based?

Financial Opportunity Long/Short Fund LLC is based in McLean, Virginia.

When did Financial Opportunity Long/Short Fund LLC launch?

Financial Opportunity Long/Short Fund LLC reports its first sale in Jan 2016.

Size compared with every hedge fund

Raised more than 29% of the 101 hedge funds based in Virginia, and more than 18% of all 10,140 that report sales.

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