Fundamental LP is a hedge fund based in Pasadena, California. According to its most recent Form D, filed Mar 13, 2017, the fund has sold $73,975,411 of interests to 95 investors since its first sale in Mar 1986. 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 Fundamental Capital Management LLC; John Krieger.
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
- $73,975,411Cumulative sales reported on Form D
- Investors
- 95
- First sale
- Mar 3, 1986
- 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
- Fundamental Capital Management LLC; John Krieger
- Latest Form D
- Mar 13, 2017
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 Fundamental LP
What is the minimum investment for Fundamental LP?
According to its latest Form D, filed Mar 13, 2017, the minimum investment Fundamental LP accepts from an outside investor is $500,000.
Who can invest in Fundamental LP?
Fundamental LP 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 Fundamental LP raised?
Fundamental LP reports $73,975,411 sold from 95 investors on its Form D filed Mar 13, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Fundamental LP based?
Fundamental LP is based in Pasadena, California.
When did Fundamental LP launch?
Fundamental LP reports its first sale in Mar 1986.
Size compared with every hedge fund
Raised more than 62% of the 1,048 hedge funds based in California, and more than 52% of all 10,102 that report sales.