Overlook Performance Fund is a hedge fund based in Grand Cayman, Cayman Islands. According to its most recent Form D, filed Sep 25, 2019, the fund has sold $40,202,275 of interests to 20 investors since its first sale in Apr 2008. The minimum investment it accepts from an outside investor is $50,000. 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 Tracy Stuart; Daniel Friedman; Steven Carlino.
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
- $40,202,275Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Apr 1, 2008
- Minimum investment
- $50,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Tracy Stuart; Daniel Friedman; Steven Carlino
- Latest Form D
- Sep 25, 2019
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 Overlook Performance Fund
What is the minimum investment for Overlook Performance Fund?
According to its latest Form D, filed Sep 25, 2019, the minimum investment Overlook Performance Fund accepts from an outside investor is $50,000.
Who can invest in Overlook Performance Fund?
Overlook Performance Fund 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 Overlook Performance Fund raised?
Overlook Performance Fund reports $40,202,275 sold from 20 investors on its Form D filed Sep 25, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Overlook Performance Fund based?
Overlook Performance Fund is based in Grand Cayman, Cayman Islands.
When did Overlook Performance Fund launch?
Overlook Performance Fund reports its first sale in Apr 2008.
Size compared with every hedge fund
Raised more than 36% of the 2,342 hedge funds based in Cayman Islands, and more than 42% of all 10,102 that report sales.