AltMountain

Stephens Industry, L.P.

San Francisco, CA · CIK 1459009
Status: no Form D since Apr 2009. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Stephens Industry, L.P. is a hedge fund based in San Francisco, California. According to its most recent Form D, filed Apr 1, 2009, the fund has sold $9,500,000 of interests to 1 investor since its first sale in Mar 2009. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. Related persons named in the filing include Not applicable Stephens Investment Management, LLC; W. Stephens; P. Stephens.

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
$9,500,000Cumulative sales reported on Form D
Investors
1
First sale
Mar 17, 2009
Minimum investment
None set
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Other exemption
Key people and entities
Not applicable Stephens Investment Management, LLC; W. Stephens; P. Stephens
Latest Form D
Apr 1, 2009

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 Stephens Industry, L.P.

What is the minimum investment for Stephens Industry, L.P.?

Stephens Industry, L.P.'s latest Form D, filed Apr 1, 2009, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Stephens Industry, L.P.?

Stephens Industry, L.P. 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 much has Stephens Industry, L.P. raised?

Stephens Industry, L.P. reports $9,500,000 sold from 1 investor on its Form D filed Apr 1, 2009. This is cumulative sales since the offering began, not current assets or performance.

Where is Stephens Industry, L.P. based?

Stephens Industry, L.P. is based in San Francisco, California.

When did Stephens Industry, L.P. launch?

Stephens Industry, L.P. reports its first sale in Mar 2009.

Size compared with every hedge fund

Raised more than 34% of the 1,049 hedge funds based in California, and more than 20% of all 10,134 that report sales.

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