Moelis Asset Management LP is a private investment fund based in New York, New York. According to its most recent Form D, filed Sep 13, 2021, it has sold $19,608,810 of interests to 39 investors since its first sale in Aug 2021. 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 Kenneth Moelis; Chris Ryan; MAM Manager, LLC.
- Total raised
- $19,608,810Cumulative sales reported on Form D
- Investors
- 39
- First sale
- Aug 18, 2021
- 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
- Kenneth Moelis; Chris Ryan; MAM Manager, LLC
- Latest Form D
- Sep 13, 2021
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 Moelis Asset Management LP
What is the minimum investment for Moelis Asset Management LP?
Moelis Asset Management LP's latest Form D, filed Sep 13, 2021, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Moelis Asset Management LP?
Moelis Asset Management 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 Moelis Asset Management LP raised?
Moelis Asset Management LP reports $19,608,810 sold from 39 investors on its Form D filed Sep 13, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is Moelis Asset Management LP based?
Moelis Asset Management LP is based in New York, New York.
When did Moelis Asset Management LP launch?
Moelis Asset Management LP reports its first sale in Aug 2021.
Size compared with every private investment fund
Raised more than 54% of the 2,834 private investment funds based in New York, and more than 50% of all 10,287 that report sales.