AltMountain

Horizon Kinetics Equity Opportunities Fund, LP

New York, NY · CIK 1410109 · Managed by Horizon Kinetics Asset Management LLC

Horizon Kinetics Equity Opportunities Fund, LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Mar 19, 2026, the fund has sold $105,664,086 of interests to 1,121 investors since its first sale in Aug 2007. The minimum investment it accepts from an outside investor is $250,000. 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 Jay Kesslen; Steven Bregman; Alun Williams.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Horizon Kinetics Asset Management LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +20.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +57.7% (S&P 500: +37.2%).

This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.

Is this your fund? Report your monthly returns · How performance works

Total raised
$105,664,086Cumulative sales reported on Form D
Investors
1,121
First sale
Aug 20, 2007
Minimum investment
$250,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jay Kesslen; Steven Bregman; Alun Williams
Latest Form D
Mar 19, 2026

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 Horizon Kinetics Equity Opportunities Fund, LP

What is the minimum investment for Horizon Kinetics Equity Opportunities Fund, LP?

According to its latest Form D, filed Mar 19, 2026, the minimum investment Horizon Kinetics Equity Opportunities Fund, LP accepts from an outside investor is $250,000.

Who can invest in Horizon Kinetics Equity Opportunities Fund, LP?

Horizon Kinetics Equity Opportunities Fund, LP 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 Horizon Kinetics Equity Opportunities Fund, LP raised?

Horizon Kinetics Equity Opportunities Fund, LP reports $105,664,086 sold from 1,121 investors on its Form D filed Mar 19, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Horizon Kinetics Equity Opportunities Fund, LP based?

Horizon Kinetics Equity Opportunities Fund, LP is based in New York, New York and is managed by Horizon Kinetics Asset Management LLC.

When did Horizon Kinetics Equity Opportunities Fund, LP launch?

Horizon Kinetics Equity Opportunities Fund, LP reports its first sale in Aug 2007.

Size compared with every hedge fund

Raised more than 56% of the 2,544 hedge funds based in New York, and more than 59% of all 10,308 that report sales.

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