JM Potter Value Fund LP
JM Potter Value Fund LP is a hedge fund based in Overland Park, Kansas. According to its most recent Form D, filed Jan 21, 2020, the fund has sold $450,100 of interests to 2 investors since its first sale in Jan 2015. 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 JM Potter Capital Management LLC; Jonathan Potter.
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
- $450,100Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Jan 22, 2015
- 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
- JM Potter Capital Management LLC; Jonathan Potter
- Latest Form D
- Jan 21, 2020
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Jan 21, 2020 | Amendment | $450,100 | 2 | SEC.gov ↗ |
| Jan 23, 2019 | Amendment | $450,100 | 2 | SEC.gov ↗ |
| Jan 24, 2018 | Amendment | $450,100 | 2 | SEC.gov ↗ |
| Jan 17, 2017 | Amendment | $450,100 | 2 | SEC.gov ↗ |
| Jan 12, 2016 | Amendment | $250,000 | 1 | SEC.gov ↗ |
| Dec 5, 2014 | First notice | $0 | 0 | SEC.gov ↗ |
6 Form D filings in the SEC's electronic records (2008 onward), the earliest on Dec 5, 2014. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about JM Potter Value Fund LP
What is the minimum investment for JM Potter Value Fund LP?
JM Potter Value Fund LP's latest Form D, filed Jan 21, 2020, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in JM Potter Value Fund LP?
JM Potter Value 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 JM Potter Value Fund LP raised?
JM Potter Value Fund LP reports $450,100 sold from 2 investors on its Form D filed Jan 21, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is JM Potter Value Fund LP based?
JM Potter Value Fund LP is based in Overland Park, Kansas.
When did JM Potter Value Fund LP launch?
JM Potter Value Fund LP reports its first sale in Jan 2015.
Size compared with every hedge fund
Raised more than 10% of the 29 hedge funds based in Kansas, and more than 3% of all 10,140 that report sales.