Tax Lien Fund, LP is a hedge fund based in Raleigh, North Carolina. According to its most recent Form D, filed Jun 25, 2026, the fund has sold $86,013,038 of interests to 501 investors since its first sale in Jul 2021. The minimum investment it accepts from an outside investor is $1,000,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Tax Lien Partnership, LLC; David Perkins; Michael Hotchkiss.
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
- $86,013,038Cumulative sales reported on Form D
- Investors
- 501
- First sale
- Jul 1, 2021
- Minimum investment
- $1,000,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Tax Lien Partnership, LLC; David Perkins; Michael Hotchkiss
- Latest Form D
- Jun 25, 2026
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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| Jun 25, 2026 | Amendment | $86,013,038 | 501 | SEC.gov ↗ |
| Jun 5, 2026 | Amendment | $86,013,038 | 501 | SEC.gov ↗ |
| Jun 5, 2025 | Amendment | $28,193,489 | 207 | SEC.gov ↗ |
| Jun 17, 2024 | Amendment | $1,050,338 | 8 | SEC.gov ↗ |
| Jun 26, 2023 | Amendment | $550,338 | 3 | SEC.gov ↗ |
| Jul 5, 2022 | Amendment | $550,338 | 3 | SEC.gov ↗ |
| Jul 13, 2021 | First notice | $300,338 | 2 | SEC.gov ↗ |
7 Form D filings in the SEC's electronic records (2008 onward), the earliest on Jul 13, 2021. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Questions about Tax Lien Fund, LP
What is the minimum investment for Tax Lien Fund, LP?
According to its latest Form D, filed Jun 25, 2026, the minimum investment Tax Lien Fund, LP accepts from an outside investor is $1,000,000.
Who can invest in Tax Lien Fund, LP?
Tax Lien Fund, LP is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Tax Lien Fund, LP raised?
Tax Lien Fund, LP reports $86,013,038 sold from 501 investors on its Form D filed Jun 25, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Tax Lien Fund, LP based?
Tax Lien Fund, LP is based in Raleigh, North Carolina.
When did Tax Lien Fund, LP launch?
Tax Lien Fund, LP reports its first sale in Jul 2021.
Size compared with every hedge fund
Raised more than 80% of the 76 hedge funds based in North Carolina, and more than 55% of all 10,140 that report sales.