AltMountain

NWQ Concentrated Fund LTD

Los Angeles, CA · CIK 1400596
Status: no Form D since Jun 2012. 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.

NWQ Concentrated Fund LTD is a hedge fund based in Los Angeles, California. According to its most recent Form D, filed Jun 26, 2012, the fund has sold $215,000,000 of interests to 2 investors since its first sale in May 2007. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include John Conlin; John Bosse; Michelle Wilson-Clark.

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
$215,000,000Cumulative sales reported on Form D
Investors
2
First sale
May 3, 2007
Minimum investment
$1,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Other exemption
Key people and entities
John Conlin; John Bosse; Michelle Wilson-Clark
Latest Form D
Jun 26, 2012

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 NWQ Concentrated Fund LTD

What is the minimum investment for NWQ Concentrated Fund LTD?

According to its latest Form D, filed Jun 26, 2012, the minimum investment NWQ Concentrated Fund LTD accepts from an outside investor is $1,000,000.

Who can invest in NWQ Concentrated Fund LTD?

NWQ Concentrated Fund LTD is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).

How much has NWQ Concentrated Fund LTD raised?

NWQ Concentrated Fund LTD reports $215,000,000 sold from 2 investors on its Form D filed Jun 26, 2012. This is cumulative sales since the offering began, not current assets or performance.

Where is NWQ Concentrated Fund LTD based?

NWQ Concentrated Fund LTD is based in Los Angeles, California.

When did NWQ Concentrated Fund LTD launch?

NWQ Concentrated Fund LTD reports its first sale in May 2007.

Size compared with every hedge fund

Raised more than 77% of the 1,049 hedge funds based in California, and more than 70% of all 10,140 that report sales.

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