Spectrum Equity Discretionary Overage Program
Spectrum Equity Discretionary Overage Program is a private equity fund organized in Delaware, United States and advised by Spectrum Equity. Its adviser reported $84,548,694 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 28 beneficial owners, about 35% of it owned by non-U.S. persons. The minimum investment it accepts is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $84,548,694As reported on Form ADV
- Beneficial owners
- 28
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Private equity fund
- Domicile
- Delaware, United States
- Auditor
- Deloitte & Touche LLP
- Custodian
- First Republic Bank, N.A.
- Adviser
- Spectrum Equity · Boston, MA · CRD 160619
- 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 Spectrum Equity Discretionary Overage Program
What is the minimum investment for Spectrum Equity Discretionary Overage Program?
According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment Spectrum Equity Discretionary Overage Program accepts is $5,000,000.
Who can invest in Spectrum Equity Discretionary Overage Program?
Spectrum Equity Discretionary Overage Program 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 Spectrum Equity Discretionary Overage Program?
Its adviser reported $84,548,694 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 Spectrum Equity Discretionary Overage Program?
Spectrum Equity Discretionary Overage Program is advised by Spectrum Equity, based in Boston, MA.
Who are Spectrum Equity Discretionary Overage Program's service providers?
Its Form ADV lists Deloitte & Touche LLP as auditor.