Litman Gregory Multi Manager Balanced Fund LP is a hedge fund based in Orinda, California. According to its most recent Form D, filed Mar 5, 2015, the fund has sold $68,486,329 of interests to 191 investors since its first sale in May 1992. The minimum investment it accepts from an outside investor is $500,000. 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 Stephen Savage; Craig Litman; Litman Gregory Asset Management, LLC.
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
- $68,486,329Cumulative sales reported on Form D
- Investors
- 191
- First sale
- May 1, 1992
- Minimum investment
- $500,000
- 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
- Stephen Savage; Craig Litman; Litman Gregory Asset Management, LLC
- Latest Form D
- Mar 5, 2015
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 Litman Gregory Multi Manager Balanced Fund LP
What is the minimum investment for Litman Gregory Multi Manager Balanced Fund LP?
According to its latest Form D, filed Mar 5, 2015, the minimum investment Litman Gregory Multi Manager Balanced Fund LP accepts from an outside investor is $500,000.
Who can invest in Litman Gregory Multi Manager Balanced Fund LP?
Litman Gregory Multi Manager Balanced 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 Litman Gregory Multi Manager Balanced Fund LP raised?
Litman Gregory Multi Manager Balanced Fund LP reports $68,486,329 sold from 191 investors on its Form D filed Mar 5, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is Litman Gregory Multi Manager Balanced Fund LP based?
Litman Gregory Multi Manager Balanced Fund LP is based in Orinda, California.
When did Litman Gregory Multi Manager Balanced Fund LP launch?
Litman Gregory Multi Manager Balanced Fund LP reports its first sale in May 1992.
Size compared with every hedge fund
Raised more than 61% of the 1,049 hedge funds based in California, and more than 51% of all 10,139 that report sales.