AltMountain

Precious Metals Allocation Fund, LP

Madison, WI · CIK 1858658
Status: no Form D since Aug 2023. 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.

Precious Metals Allocation Fund, LP is a private investment fund based in Madison, Wisconsin. According to its most recent Form D, filed Aug 25, 2023, it has sold $2,617,000 of interests to 26 investors since its first sale in Jun 2021. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jeffrey Randolph; Eric Snyder; Eric Heiting.

Total raised
$2,617,000Cumulative sales reported on Form D
Investors
26
First sale
Jun 9, 2021
Minimum investment
$25,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jeffrey Randolph; Eric Snyder; Eric Heiting
Latest Form D
Aug 25, 2023

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 Precious Metals Allocation Fund, LP

What is the minimum investment for Precious Metals Allocation Fund, LP?

According to its latest Form D, filed Aug 25, 2023, the minimum investment Precious Metals Allocation Fund, LP accepts from an outside investor is $25,000.

Who can invest in Precious Metals Allocation Fund, LP?

Precious Metals Allocation 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). It uses Rule 506(b), which does not allow general advertising.

How much has Precious Metals Allocation Fund, LP raised?

Precious Metals Allocation Fund, LP reports $2,617,000 sold from 26 investors on its Form D filed Aug 25, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is Precious Metals Allocation Fund, LP based?

Precious Metals Allocation Fund, LP is based in Madison, Wisconsin.

When did Precious Metals Allocation Fund, LP launch?

Precious Metals Allocation Fund, LP reports its first sale in Jun 2021.

Size compared with every private investment fund

Raised more than 25% of the 60 private investment funds based in Wisconsin, and more than 24% of all 10,287 that report sales.

More private investment funds in Madison

Similar-size private investment funds in Wisconsin

All private investment funds in Wisconsin