AltMountain

Phase Five Enhanced Return Fund LP

New York, NY · CIK 1931674
Status: no Form D since May 2022. 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.

Phase Five Enhanced Return Fund LP is a hedge fund based in New York, New York. According to its most recent Form D, filed May 31, 2022, the fund has sold $3,555,000 of interests to 5 investors since its first sale in Mar 2022. The minimum investment it accepts from an outside investor is $500,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Richard Schottenfeld; Neil Druker; Stephen Kalish.

Performance

No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.

Is this your fund? Report your monthly returns · How performance works

Total raised
$3,555,000Cumulative sales reported on Form D
Investors
5
First sale
Mar 2, 2022
Minimum investment
$500,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Richard Schottenfeld; Neil Druker; Stephen Kalish
Latest Form D
May 31, 2022

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 Phase Five Enhanced Return Fund LP

What is the minimum investment for Phase Five Enhanced Return Fund LP?

According to its latest Form D, filed May 31, 2022, the minimum investment Phase Five Enhanced Return Fund LP accepts from an outside investor is $500,000.

Who can invest in Phase Five Enhanced Return Fund LP?

Phase Five Enhanced Return Fund LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has Phase Five Enhanced Return Fund LP raised?

Phase Five Enhanced Return Fund LP reports $3,555,000 sold from 5 investors on its Form D filed May 31, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Phase Five Enhanced Return Fund LP based?

Phase Five Enhanced Return Fund LP is based in New York, New York.

When did Phase Five Enhanced Return Fund LP launch?

Phase Five Enhanced Return Fund LP reports its first sale in Mar 2022.

Size compared with every hedge fund

Raised more than 16% of the 2,524 hedge funds based in New York, and more than 12% of all 10,129 that report sales.

More hedge funds in New York

Similar-size hedge funds in New York

All hedge funds in New York