MBM Partners Trust III is a hedge fund based in Pasadena, California. According to its most recent Form D, filed Jul 25, 2013, the fund has sold $150,738,794 of interests to 52 investors since its first sale in Jul 2009. The minimum investment it accepts from an outside investor is $100,000. 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 MBM Partners Inc.
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
- $150,738,794Cumulative sales reported on Form D
- Investors
- 52
- First sale
- Jul 1, 2009
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- MBM Partners Inc
- Latest Form D
- Jul 25, 2013
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 MBM Partners Trust III
What is the minimum investment for MBM Partners Trust III?
According to its latest Form D, filed Jul 25, 2013, the minimum investment MBM Partners Trust III accepts from an outside investor is $100,000.
Who can invest in MBM Partners Trust III?
MBM Partners Trust III 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 MBM Partners Trust III raised?
MBM Partners Trust III reports $150,738,794 sold from 52 investors on its Form D filed Jul 25, 2013. This is cumulative sales since the offering began, not current assets or performance.
Where is MBM Partners Trust III based?
MBM Partners Trust III is based in Pasadena, California.
When did MBM Partners Trust III launch?
MBM Partners Trust III reports its first sale in Jul 2009.
Size compared with every hedge fund
Raised more than 73% of the 1,049 hedge funds based in California, and more than 64% of all 10,128 that report sales.