Intrinsic Edge Plus, LP
Intrinsic Edge Plus, LP is a hedge fund based in Chicago, Illinois. According to its most recent Form D, filed Jan 6, 2025, the fund has sold $261,331,186 of interests to 93 investors since its first sale in Jan 2006. The minimum investment it accepts from an outside investor is $500,000. 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 Mark Coe; Akshay Kaura.
Performance
No verified returns have been reported for this fund. As a rough guide, Intrinsic Edge Capital Management LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +30.8% 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 +77.8% (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.
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- Total raised
- $261,331,186Cumulative sales reported on Form D
- Investors
- 93
- First sale
- Jan 1, 2006
- Minimum investment
- $500,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Mark Coe; Akshay Kaura
- Latest Form D
- Jan 6, 2025
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 Intrinsic Edge Plus, LP
What is the minimum investment for Intrinsic Edge Plus, LP?
According to its latest Form D, filed Jan 6, 2025, the minimum investment Intrinsic Edge Plus, LP accepts from an outside investor is $500,000.
Who can invest in Intrinsic Edge Plus, LP?
Intrinsic Edge Plus, 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 Intrinsic Edge Plus, LP raised?
Intrinsic Edge Plus, LP reports $261,331,186 sold from 93 investors on its Form D filed Jan 6, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Intrinsic Edge Plus, LP based?
Intrinsic Edge Plus, LP is based in Chicago, Illinois and is managed by Intrinsic Edge Capital Management LLC.
When did Intrinsic Edge Plus, LP launch?
Intrinsic Edge Plus, LP reports its first sale in Jan 2006.
Size compared with every hedge fund
Raised more than 84% of the 323 hedge funds based in Illinois, and more than 73% of all 10,307 that report sales.