HCR Value Fund, L.P.
HCR Value Fund, L.P. is a private equity fund based in Providence, Rhode Island. According to its most recent Form D, filed Jun 5, 2014, it has sold $9,350,000 of interests to 11 investors since its first sale in Aug 2012. The minimum investment it accepts from an outside investor is $1,000,000. 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 ClearPath Wealth Management LLC; HCR Value Fund GP LLC; Patrick Churchville.
- Total raised
- $9,350,000Cumulative sales reported on Form D
- Investors
- 11
- First sale
- Aug 17, 2012
- Minimum investment
- $1,000,000
- 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
- ClearPath Wealth Management LLC; HCR Value Fund GP LLC; Patrick Churchville
- Latest Form D
- Jun 5, 2014
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about HCR Value Fund, L.P.
What is the minimum investment for HCR Value Fund, L.P.?
According to its latest Form D, filed Jun 5, 2014, the minimum investment HCR Value Fund, L.P. accepts from an outside investor is $1,000,000.
Who can invest in HCR Value Fund, L.P.?
HCR Value Fund, L.P. 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 HCR Value Fund, L.P. raised?
HCR Value Fund, L.P. reports $9,350,000 sold from 11 investors on its Form D filed Jun 5, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is HCR Value Fund, L.P. based?
HCR Value Fund, L.P. is based in Providence, Rhode Island.
When did HCR Value Fund, L.P. launch?
HCR Value Fund, L.P. reports its first sale in Aug 2012.
Size compared with every private equity fund
Raised more than 78% of the 9 private equity funds based in Rhode Island, and more than 41% of all 8,918 that report sales.