Pendulum Portfolio, LLC is a private investment fund based in Chicago, Illinois. According to its most recent Form D, filed Sep 10, 2013, it has sold $3,541,155 of interests to 4 investors since its first sale in Dec 2010. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Skyline Asset Management, L.p; Michael Maloney; William Dutton.
- Total raised
- $3,541,155Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Dec 31, 2010
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Skyline Asset Management, L.p; Michael Maloney; William Dutton
- Latest Form D
- Sep 10, 2013
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 Pendulum Portfolio, LLC
What is the minimum investment for Pendulum Portfolio, LLC?
According to its latest Form D, filed Sep 10, 2013, the minimum investment Pendulum Portfolio, LLC accepts from an outside investor is $100,000.
Who can invest in Pendulum Portfolio, LLC?
Pendulum Portfolio, LLC 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).
How much has Pendulum Portfolio, LLC raised?
Pendulum Portfolio, LLC reports $3,541,155 sold from 4 investors on its Form D filed Sep 10, 2013. This is cumulative sales since the offering began, not current assets or performance.
Where is Pendulum Portfolio, LLC based?
Pendulum Portfolio, LLC is based in Chicago, Illinois.
When did Pendulum Portfolio, LLC launch?
Pendulum Portfolio, LLC reports its first sale in Dec 2010.
Size compared with every private investment fund
Raised more than 32% of the 553 private investment funds based in Illinois, and more than 27% of all 10,248 that report sales.