Phoenix Fund LP is a private investment fund based in Chicago, Illinois. According to its most recent Form D, filed Mar 20, 2012, it has sold $11,375,000 of interests to 19 investors since its first sale in Oct 2001. The minimum investment it accepts from an outside investor is $250,000. 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 Alan Cole; Joel Jastromb; Christopher Engelman.
- Total raised
- $11,375,000Cumulative sales reported on Form D
- Investors
- 19
- First sale
- Oct 1, 2001
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Net asset value range
- $5,000,001 - $25,000,000Self-reported
- Key people and entities
- Alan Cole; Joel Jastromb; Christopher Engelman
- Latest Form D
- Mar 20, 2012
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 Phoenix Fund LP
What is the minimum investment for Phoenix Fund LP?
According to its latest Form D, filed Mar 20, 2012, the minimum investment Phoenix Fund LP accepts from an outside investor is $250,000.
Who can invest in Phoenix Fund LP?
Phoenix Fund 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).
How much has Phoenix Fund LP raised?
Phoenix Fund LP reports $11,375,000 sold from 19 investors on its Form D filed Mar 20, 2012. This is cumulative sales since the offering began, not current assets or performance.
Where is Phoenix Fund LP based?
Phoenix Fund LP is based in Chicago, Illinois.
When did Phoenix Fund LP launch?
Phoenix Fund LP reports its first sale in Oct 2001.
Size compared with every private investment fund
Raised more than 42% of the 553 private investment funds based in Illinois, and more than 43% of all 10,263 that report sales.