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Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust

Boston, MA · CIK 1616167 · Managed by Panagora Asset Management Inc

Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Dec 1, 2025, the fund has sold $713,760,409 of interests to 5 investors since its first sale in Jul 2014. 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 PanAgora Asset Management, Inc; The Bank of New York Mellon.

Performance

13F estimate · public data only

No verified returns have been reported for this fund. As a rough guide, Panagora Asset Management Inc, which manages it, disclosed U.S. stock holdings that returned an estimated +10.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +36.1% (S&P 500: +37.2%).

This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.

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Total raised
$713,760,409Cumulative sales reported on Form D
Investors
5
First sale
Jul 30, 2014
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
PanAgora Asset Management, Inc; The Bank of New York Mellon
Latest Form D
Dec 1, 2025

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 Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust

What is the minimum investment for Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust?

Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust's latest Form D, filed Dec 1, 2025, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust?

Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust 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 Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust raised?

Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust reports $713,760,409 sold from 5 investors on its Form D filed Dec 1, 2025. This is cumulative sales since the offering began, not current assets or performance.

Where is Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust based?

Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust is based in Boston, Massachusetts and is managed by Panagora Asset Management Inc.

When did Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust launch?

Risk Parity Multi-Asset Fund-HV, a series of The PanAgora Group Trust reports its first sale in Jul 2014.

Size compared with every hedge fund

Raised more than 77% of the 474 hedge funds based in Massachusetts, and more than 86% of all 10,308 that report sales.

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