AltMountain

Merion Capital LP

Scottsdale, AZ · CIK 1479539
Status: no Form D since Oct 2023. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Merion Capital LP is a hedge fund based in Scottsdale, Arizona. According to its most recent Form D, filed Oct 3, 2023, the fund has sold $570,607,031 of interests to 107 investors since its first sale in Oct 2009. The minimum investment it accepts from an outside investor is $5,000,000. 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 Merion Investment Management LLC; Samuel Johnson; Merion Capital Partners LP.

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
$570,607,031Cumulative sales reported on Form D
Investors
107
First sale
Oct 1, 2009
Minimum investment
$5,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Merion Investment Management LLC; Samuel Johnson; Merion Capital Partners LP
Latest Form D
Oct 3, 2023

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 Merion Capital LP

What is the minimum investment for Merion Capital LP?

According to its latest Form D, filed Oct 3, 2023, the minimum investment Merion Capital LP accepts from an outside investor is $5,000,000.

Who can invest in Merion Capital LP?

Merion Capital LP 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 Merion Capital LP raised?

Merion Capital LP reports $570,607,031 sold from 107 investors on its Form D filed Oct 3, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Merion Capital LP based?

Merion Capital LP is based in Scottsdale, Arizona.

When did Merion Capital LP launch?

Merion Capital LP reports its first sale in Oct 2009.

Size compared with every hedge fund

Raised more than 100% of the 27 hedge funds based in Arizona, and more than 83% of all 10,134 that report sales.

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