Global Allocation Fund
Global Allocation Fund is a hedge fund based in Santa Monica, California. According to its most recent Form D, filed Mar 2, 2017, the fund has sold $58,000,000 of interests to 14 investors since its first sale in Feb 2017. The minimum investment it accepts from an outside investor is $100,000. 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 Richard Chisholm; Michael Lerch.
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
- $58,000,000Cumulative sales reported on Form D
- Investors
- 14
- First sale
- Feb 15, 2017
- Minimum investment
- $100,000
- 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
- Richard Chisholm; Michael Lerch
- Latest Form D
- Mar 2, 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 Global Allocation Fund
What is the minimum investment for Global Allocation Fund?
According to its latest Form D, filed Mar 2, 2017, the minimum investment Global Allocation Fund accepts from an outside investor is $100,000.
Who can invest in Global Allocation Fund?
Global Allocation Fund 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 Global Allocation Fund raised?
Global Allocation Fund reports $58,000,000 sold from 14 investors on its Form D filed Mar 2, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Global Allocation Fund based?
Global Allocation Fund is based in Santa Monica, California.
When did Global Allocation Fund launch?
Global Allocation Fund reports its first sale in Feb 2017.
Size compared with every hedge fund
Raised more than 58% of the 1,049 hedge funds based in California, and more than 49% of all 10,128 that report sales.