Rootstock Partners LLC is a hedge fund based in New York, New York. According to its most recent Form D, filed Jan 25, 2018, the fund has sold $20,890,000 of interests to 9 investors since its first sale in Nov 2015. The minimum investment it accepts from an outside investor is $250,000. 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 Optima Group Holdings LLC.
Performance
No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $20,890,000Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Nov 2, 2015
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Optima Group Holdings LLC
- Latest Form D
- Jan 25, 2018
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 Rootstock Partners LLC
What is the minimum investment for Rootstock Partners LLC?
According to its latest Form D, filed Jan 25, 2018, the minimum investment Rootstock Partners LLC accepts from an outside investor is $250,000.
Who can invest in Rootstock Partners LLC?
Rootstock Partners LLC 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 Rootstock Partners LLC raised?
Rootstock Partners LLC reports $20,890,000 sold from 9 investors on its Form D filed Jan 25, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Rootstock Partners LLC based?
Rootstock Partners LLC is based in New York, New York.
When did Rootstock Partners LLC launch?
Rootstock Partners LLC reports its first sale in Nov 2015.
Size compared with every hedge fund
Raised more than 31% of the 2,524 hedge funds based in New York, and more than 31% of all 10,129 that report sales.