Fundamental OS Ltd. is a hedge fund based in Pasadena, California. According to its most recent Form D, filed Mar 13, 2017, the fund has sold $4,291,228 of interests to 4 investors since its first sale in Jan 2013. 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 William Bermingham; 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
- $4,291,228Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Jan 14, 2013
- 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
- William Bermingham; 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 OS Ltd.
What is the minimum investment for Fundamental OS Ltd.?
According to its latest Form D, filed Mar 13, 2017, the minimum investment Fundamental OS Ltd. accepts from an outside investor is $500,000.
Who can invest in Fundamental OS Ltd.?
Fundamental OS 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 Fundamental OS Ltd. raised?
Fundamental OS Ltd. reports $4,291,228 sold from 4 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 OS Ltd. based?
Fundamental OS Ltd. is based in Pasadena, California.
When did Fundamental OS Ltd. launch?
Fundamental OS Ltd. reports its first sale in Jan 2013.
Size compared with every hedge fund
Raised more than 27% of the 1,049 hedge funds based in California, and more than 13% of all 10,129 that report sales.