Ma Endowment Partners, LP
Ma Endowment Partners, LP is a private investment fund based in Richmond, Virginia. According to its most recent Form D, filed Jan 10, 2025, it has sold $456,634,077 of interests to 32 investors since its first sale in Jan 2013. The minimum investment it accepts from an outside investor is $1,000,000. 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 Dee Ann Remo; MA Investors Management LLC; Heritage Wealth Advisors, LLC.
- Total raised
- $456,634,077Cumulative sales reported on Form D
- Investors
- 32
- First sale
- Jan 1, 2013
- Minimum investment
- $1,000,000
- 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
- Dee Ann Remo; MA Investors Management LLC; Heritage Wealth Advisors, LLC
- Latest Form D
- Jan 10, 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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Ma Endowment Partners, LP
What is the minimum investment for Ma Endowment Partners, LP?
According to its latest Form D, filed Jan 10, 2025, the minimum investment Ma Endowment Partners, LP accepts from an outside investor is $1,000,000.
Who can invest in Ma Endowment Partners, LP?
Ma Endowment Partners, 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 Ma Endowment Partners, LP raised?
Ma Endowment Partners, LP reports $456,634,077 sold from 32 investors on its Form D filed Jan 10, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Ma Endowment Partners, LP based?
Ma Endowment Partners, LP is based in Richmond, Virginia.
When did Ma Endowment Partners, LP launch?
Ma Endowment Partners, LP reports its first sale in Jan 2013.
Size compared with every private investment fund
Raised more than 92% of the 128 private investment funds based in Virginia, and more than 87% of all 10,287 that report sales.