Impact Balanced Equity Fund, LP
Impact Balanced Equity Fund, LP is a hedge fund based in Lighthouse Point, Florida. According to its most recent Form D, filed Mar 30, 2018, the fund has sold $6,354,475 of interests to 5 investors since its first sale in Jun 2011. The filing does not set a minimum investment. 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 Impact Asset Management, LLC; Ken Christian.
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
- $6,354,475Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Jun 30, 2011
- Minimum investment
- None set
- 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
- Impact Asset Management, LLC; Ken Christian
- Latest Form D
- Mar 30, 2018
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 Impact Balanced Equity Fund, LP
What is the minimum investment for Impact Balanced Equity Fund, LP?
Impact Balanced Equity Fund, LP's latest Form D, filed Mar 30, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Impact Balanced Equity Fund, LP?
Impact Balanced Equity Fund, LP 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 Impact Balanced Equity Fund, LP raised?
Impact Balanced Equity Fund, LP reports $6,354,475 sold from 5 investors on its Form D filed Mar 30, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Impact Balanced Equity Fund, LP based?
Impact Balanced Equity Fund, LP is based in Lighthouse Point, Florida.
When did Impact Balanced Equity Fund, LP launch?
Impact Balanced Equity Fund, LP reports its first sale in Jun 2011.
Size compared with every hedge fund
Raised more than 42% of the 741 hedge funds based in Florida, and more than 17% of all 10,134 that report sales.