Sterling Wealth Fund LP is a hedge fund based in Austin, Texas. Its most recent Form D, filed Dec 9, 2020, reports no sales yet. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Trent Norris.
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
- $0Cumulative sales reported on Form D
- Investors
- 0
- First sale
- —
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- $1 - $5,000,000Self-reported
- Key people and entities
- Trent Norris
- Latest Form D
- Dec 9, 2020
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 Sterling Wealth Fund LP
What is the minimum investment for Sterling Wealth Fund LP?
Sterling Wealth Fund LP's latest Form D, filed Dec 9, 2020, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Sterling Wealth Fund LP?
Sterling Wealth 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). It uses Rule 506(b), which does not allow general advertising.
How much has Sterling Wealth Fund LP raised?
Sterling Wealth Fund LP's latest Form D, filed Dec 9, 2020, reports no sales yet.
Where is Sterling Wealth Fund LP based?
Sterling Wealth Fund LP is based in Austin, Texas.
Size compared with every hedge fund
This fund hasn't reported any sales yet.