AltMountain

Forester Opportunities, Ltd.

Offshore
Status: no Form D since Aug 2020. 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.

Forester Opportunities, Ltd. is a hedge fund based in Grand Cayman, Cayman Islands. According to its most recent Form D, filed Aug 10, 2020, the fund has sold $200,485,411 of interests to 30 investors since its first sale in Oct 2012. The minimum investment it accepts from an outside investor is $100,000. 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 Forester Capital, L.L.C; Trent Carmichael.

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
$200,485,411Cumulative sales reported on Form D
Investors
30
First sale
Oct 1, 2012
Minimum investment
$100,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Forester Capital, L.L.C; Trent Carmichael
Latest Form D
Aug 10, 2020

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 Forester Opportunities, Ltd.

What is the minimum investment for Forester Opportunities, Ltd.?

According to its latest Form D, filed Aug 10, 2020, the minimum investment Forester Opportunities, Ltd. accepts from an outside investor is $100,000.

Who can invest in Forester Opportunities, Ltd.?

Forester Opportunities, Ltd. 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 Forester Opportunities, Ltd. raised?

Forester Opportunities, Ltd. reports $200,485,411 sold from 30 investors on its Form D filed Aug 10, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Forester Opportunities, Ltd. based?

Forester Opportunities, Ltd. is based in Grand Cayman, Cayman Islands.

When did Forester Opportunities, Ltd. launch?

Forester Opportunities, Ltd. reports its first sale in Oct 2012.

Size compared with every hedge fund

Raised more than 60% of the 2,342 hedge funds based in Cayman Islands, and more than 69% of all 10,129 that report sales.

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