Roth - Strafford Long Only
Roth - Strafford Long Only is a private fund (long only equity) organized in Pennsylvania, United States and advised by Strafford Capital Management, LLC. Its adviser reported $1,516,344 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 1 beneficial owner. The minimum investment it accepts is $250,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $1,516,344As reported on Form ADV
- Beneficial owners
- 1
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private fundLONG ONLY EQUITY
- Domicile
- Pennsylvania, United States
- Custodian
- Morgan Stanley Smith Barney LLC
- Adviser
- Strafford Capital Management, LLC · Ardmore, PA · CRD 292697
- Reported on
- Mar 28, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Roth - Strafford Long Only
What is the minimum investment for Roth - Strafford Long Only?
According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment Roth - Strafford Long Only accepts is $250,000.
Who can invest in Roth - Strafford Long Only?
Roth - Strafford Long Only is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is Roth - Strafford Long Only?
Its adviser reported $1,516,344 in gross assets on Form ADV filed Mar 28, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Roth - Strafford Long Only?
Roth - Strafford Long Only is advised by Strafford Capital Management, LLC, based in Ardmore, PA.