Phoenix Systematic Alpha, LP is a hedge fund based in Scottsdale, Arizona. According to its most recent Form D, filed Feb 19, 2020, the fund has sold $17,862,553 of interests to 46 investors since its first sale in Aug 2014. 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. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Jordan Causer.
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
- $17,862,553Cumulative sales reported on Form D
- Investors
- 46
- First sale
- Aug 4, 2014
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Jordan Causer
- Latest Form D
- Feb 19, 2020
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 Phoenix Systematic Alpha, LP
What is the minimum investment for Phoenix Systematic Alpha, LP?
According to its latest Form D, filed Feb 19, 2020, the minimum investment Phoenix Systematic Alpha, LP accepts from an outside investor is $250,000.
Who can invest in Phoenix Systematic Alpha, LP?
Phoenix Systematic Alpha, 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). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Phoenix Systematic Alpha, LP raised?
Phoenix Systematic Alpha, LP reports $17,862,553 sold from 46 investors on its Form D filed Feb 19, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Phoenix Systematic Alpha, LP based?
Phoenix Systematic Alpha, LP is based in Scottsdale, Arizona.
When did Phoenix Systematic Alpha, LP launch?
Phoenix Systematic Alpha, LP reports its first sale in Aug 2014.
Size compared with every hedge fund
Raised more than 74% of the 27 hedge funds based in Arizona, and more than 29% of all 10,119 that report sales.