McCormick Equity Partners, LLC
McCormick Equity Partners, LLC is a hedge fund organized in Delaware, United States and advised by CTM Capital Management, LLC. Its adviser reported $13,570,841 in gross assets for the fund on Form ADV, filed Feb 12, 2024. It reported 9 beneficial owners. The minimum investment it accepts is $50,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $13,570,841As reported on Form ADV
- Beneficial owners
- 9
- Minimum investment
- $50,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Hedge fund
- Domicile
- Delaware, United States
- Auditor
- Kaufman, Rossin & Co
- Administrator
- NAV Consulting
- Prime broker
- Charles Schwab & Co., Inc.
- Custodian
- Charles Schwab & Co., Inc.
- Adviser
- CTM Capital Management, LLC · CRD 162851
- Reported on
- Feb 12, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about McCormick Equity Partners, LLC
What is the minimum investment for McCormick Equity Partners, LLC?
According to its adviser's Form ADV filed Feb 12, 2024, the minimum investment McCormick Equity Partners, LLC accepts is $50,000.
Who can invest in McCormick Equity Partners, LLC?
McCormick Equity Partners, LLC 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 large is McCormick Equity Partners, LLC?
Its adviser reported $13,570,841 in gross assets on Form ADV filed Feb 12, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages McCormick Equity Partners, LLC?
McCormick Equity Partners, LLC is advised by CTM Capital Management, LLC.
Who are McCormick Equity Partners, LLC's service providers?
Its Form ADV lists Kaufman, Rossin & Co as auditor and NAV Consulting as administrator.