HFReu Umbrella Trust is a hedge fund based in Chicago, Illinois. According to its most recent Form D, filed Nov 12, 2024, the fund has sold $676,555,921 of interests to 5 investors since its first sale in Nov 2010. 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 HFR Asset Managment, LLC; Michael Arenibar.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $676,555,921Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Nov 30, 2010
- 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
- HFR Asset Managment, LLC; Michael Arenibar
- Latest Form D
- Nov 12, 2024
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 HFReu Umbrella Trust
What is the minimum investment for HFReu Umbrella Trust?
According to its latest Form D, filed Nov 12, 2024, the minimum investment HFReu Umbrella Trust accepts from an outside investor is $100,000.
Who can invest in HFReu Umbrella Trust?
HFReu Umbrella Trust 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 HFReu Umbrella Trust raised?
HFReu Umbrella Trust reports $676,555,921 sold from 5 investors on its Form D filed Nov 12, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is HFReu Umbrella Trust based?
HFReu Umbrella Trust is based in Chicago, Illinois.
When did HFReu Umbrella Trust launch?
HFReu Umbrella Trust reports its first sale in Nov 2010.
Size compared with every hedge fund
Raised more than 91% of the 317 hedge funds based in Illinois, and more than 85% of all 10,134 that report sales.