REW Alt-Balanced, L.P.
REW Alt-Balanced, L.P. is a hedge fund based in San Luis Obispo, California. According to its most recent Form D, filed Jun 23, 2015, the fund has sold $16,375,000 of interests to 60 investors since its first sale in Jun 2015. The minimum investment it accepts from an outside investor is $100,000. 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 Robert Wacker.
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
- $16,375,000Cumulative sales reported on Form D
- Investors
- 60
- First sale
- Jun 1, 2015
- Minimum investment
- $100,000
- 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
- Robert Wacker
- Latest Form D
- Jun 23, 2015
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 REW Alt-Balanced, L.P.
What is the minimum investment for REW Alt-Balanced, L.P.?
According to its latest Form D, filed Jun 23, 2015, the minimum investment REW Alt-Balanced, L.P. accepts from an outside investor is $100,000.
Who can invest in REW Alt-Balanced, L.P.?
REW Alt-Balanced, L.P. 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 REW Alt-Balanced, L.P. raised?
REW Alt-Balanced, L.P. reports $16,375,000 sold from 60 investors on its Form D filed Jun 23, 2015. This is cumulative sales since the offering began, not current assets or performance.
Where is REW Alt-Balanced, L.P. based?
REW Alt-Balanced, L.P. is based in San Luis Obispo, California.
When did REW Alt-Balanced, L.P. launch?
REW Alt-Balanced, L.P. reports its first sale in Jun 2015.
Size compared with every hedge fund
Raised more than 41% of the 1,048 hedge funds based in California, and more than 27% of all 10,119 that report sales.