Southeastern Concentrated Value LP
Southeastern Concentrated Value LP is a hedge fund based in Wilmington, Delaware. According to its most recent Form D, filed May 15, 2018, the fund has sold $29,000,000 of interests to 5 investors since its first sale in May 2015. 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 Southeastern Asset Management, Inc; Doug Burton; Joey Antonio.
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
- $29,000,000Cumulative sales reported on Form D
- Investors
- 5
- First sale
- May 1, 2015
- 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
- Southeastern Asset Management, Inc; Doug Burton; Joey Antonio
- Latest Form D
- May 15, 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 Southeastern Concentrated Value LP
What is the minimum investment for Southeastern Concentrated Value LP?
Southeastern Concentrated Value LP's latest Form D, filed May 15, 2018, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Southeastern Concentrated Value LP?
Southeastern Concentrated Value LP 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 Southeastern Concentrated Value LP raised?
Southeastern Concentrated Value LP reports $29,000,000 sold from 5 investors on its Form D filed May 15, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Southeastern Concentrated Value LP based?
Southeastern Concentrated Value LP is based in Wilmington, Delaware.
When did Southeastern Concentrated Value LP launch?
Southeastern Concentrated Value LP reports its first sale in May 2015.
Size compared with every hedge fund
Raised more than 58% of the 187 hedge funds based in Delaware, and more than 37% of all 10,129 that report sales.