PhaseCapital Dynamic Risk Allocation Fund LP is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Oct 13, 2017, the fund has sold $48,858,954 of interests to 10 investors since its first sale in Feb 2012. The filing does not set a minimum investment. 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 Michael DePalma.
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
- $48,858,954Cumulative sales reported on Form D
- Investors
- 10
- First sale
- Feb 3, 2012
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Michael DePalma
- Latest Form D
- Oct 13, 2017
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 PhaseCapital Dynamic Risk Allocation Fund LP
What is the minimum investment for PhaseCapital Dynamic Risk Allocation Fund LP?
PhaseCapital Dynamic Risk Allocation Fund LP's latest Form D, filed Oct 13, 2017, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in PhaseCapital Dynamic Risk Allocation Fund LP?
PhaseCapital Dynamic Risk Allocation Fund LP 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 PhaseCapital Dynamic Risk Allocation Fund LP raised?
PhaseCapital Dynamic Risk Allocation Fund LP reports $48,858,954 sold from 10 investors on its Form D filed Oct 13, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is PhaseCapital Dynamic Risk Allocation Fund LP based?
PhaseCapital Dynamic Risk Allocation Fund LP is based in Boston, Massachusetts.
When did PhaseCapital Dynamic Risk Allocation Fund LP launch?
PhaseCapital Dynamic Risk Allocation Fund LP reports its first sale in Feb 2012.
Size compared with every hedge fund
Raised more than 36% of the 474 hedge funds based in Massachusetts, and more than 45% of all 10,127 that report sales.