McDonald: Dynamic Equity LLC
McDonald: Dynamic Equity LLC is a private investment fund based in New York, New York. According to its most recent Form D, filed Jun 17, 2026, it has sold $484,834,827 of interests to 264 investors since its first sale in Nov 2007. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Roderick Chisholm.
- Total raised
- $484,834,827Cumulative sales reported on Form D
- Investors
- 264
- First sale
- Nov 1, 2007
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Roderick Chisholm
- Latest Form D
- Jun 17, 2026
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 McDonald: Dynamic Equity LLC
What is the minimum investment for McDonald: Dynamic Equity LLC?
McDonald: Dynamic Equity LLC's latest Form D, filed Jun 17, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in McDonald: Dynamic Equity LLC?
McDonald: Dynamic Equity LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has McDonald: Dynamic Equity LLC raised?
McDonald: Dynamic Equity LLC reports $484,834,827 sold from 264 investors on its Form D filed Jun 17, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is McDonald: Dynamic Equity LLC based?
McDonald: Dynamic Equity LLC is based in New York, New York.
When did McDonald: Dynamic Equity LLC launch?
McDonald: Dynamic Equity LLC reports its first sale in Nov 2007.
Size compared with every private investment fund
Raised more than 87% of the 2,823 private investment funds based in New York, and more than 88% of all 10,266 that report sales.