O'Shaughnessy Microcap LP is a hedge fund based in Stamford, Connecticut. Its most recent Form D, filed Oct 6, 2016, reports no sales yet. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include O'Shaughnessy Asset Management, LLC; O'Shaughnessy Family Partners, LLC; O'Shaughnessy Alternatives, LLC.
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
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- O'Shaughnessy Asset Management, LLC; O'Shaughnessy Family Partners, LLC; O'Shaughnessy Alternatives, LLC
- Latest Form D
- Oct 6, 2016
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 O'Shaughnessy Microcap LP
What is the minimum investment for O'Shaughnessy Microcap LP?
According to its latest Form D, filed Oct 6, 2016, the minimum investment O'Shaughnessy Microcap LP accepts from an outside investor is $1,000,000.
Who can invest in O'Shaughnessy Microcap LP?
O'Shaughnessy Microcap LP 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). It uses Rule 506(b), which does not allow general advertising.
How much has O'Shaughnessy Microcap LP raised?
O'Shaughnessy Microcap LP's latest Form D, filed Oct 6, 2016, reports no sales yet.
Where is O'Shaughnessy Microcap LP based?
O'Shaughnessy Microcap LP is based in Stamford, Connecticut.
Size compared with every hedge fund
This fund hasn't reported any sales yet.