Jackson Moderate Portfolio, LP
Jackson Moderate Portfolio, LP is a hedge fund based in Mt. Pleasant, South Carolina. According to its most recent Form D, filed Nov 5, 2009, the fund has sold $15,007,500 of interests to 62 investors since its first sale in Nov 2007. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Jackson Financial Services, LLC; Robert Moise.
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
- $15,007,500Cumulative sales reported on Form D
- Investors
- 62
- First sale
- Nov 1, 2007
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Jackson Financial Services, LLC; Robert Moise
- Latest Form D
- Nov 5, 2009
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 Jackson Moderate Portfolio, LP
What is the minimum investment for Jackson Moderate Portfolio, LP?
According to its latest Form D, filed Nov 5, 2009, the minimum investment Jackson Moderate Portfolio, LP accepts from an outside investor is $250,000.
Who can invest in Jackson Moderate Portfolio, LP?
Jackson Moderate Portfolio, 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).
How much has Jackson Moderate Portfolio, LP raised?
Jackson Moderate Portfolio, LP reports $15,007,500 sold from 62 investors on its Form D filed Nov 5, 2009. This is cumulative sales since the offering began, not current assets or performance.
Where is Jackson Moderate Portfolio, LP based?
Jackson Moderate Portfolio, LP is based in Mt. Pleasant, South Carolina.
When did Jackson Moderate Portfolio, LP launch?
Jackson Moderate Portfolio, LP reports its first sale in Nov 2007.
Size compared with every hedge fund
Raised more than 61% of the 23 hedge funds based in South Carolina, and more than 26% of all 10,134 that report sales.