Stepwise Systematic Value Fund, LP is a hedge fund based in New York, New York. According to its most recent Form D, filed May 10, 2013, the fund has sold $880,000 of interests to 7 investors. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Alon Bochman.
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
- $880,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- —
- Minimum investment
- $100,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Alon Bochman
- Latest Form D
- May 10, 2013
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 Stepwise Systematic Value Fund, LP
What is the minimum investment for Stepwise Systematic Value Fund, LP?
According to its latest Form D, filed May 10, 2013, the minimum investment Stepwise Systematic Value Fund, LP accepts from an outside investor is $100,000.
Who can invest in Stepwise Systematic Value Fund, LP?
Stepwise Systematic Value Fund, LP is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How much has Stepwise Systematic Value Fund, LP raised?
Stepwise Systematic Value Fund, LP reports $880,000 sold from 7 investors on its Form D filed May 10, 2013. This is cumulative sales since the offering began, not current assets or performance.
Where is Stepwise Systematic Value Fund, LP based?
Stepwise Systematic Value Fund, LP is based in New York, New York.
Size compared with every hedge fund
Raised more than 11% of the 2,523 hedge funds based in New York, and more than 5% of all 10,119 that report sales.