Trellus Partners LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Feb 28, 2018, the fund has sold $521,194,641 of interests to 315 investors since its first sale in Dec 1994. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Adam Usdan; James Scaplen.
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
- $521,194,641Cumulative sales reported on Form D
- Investors
- 315
- First sale
- Dec 15, 1994
- Minimum investment
- $1,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Adam Usdan; James Scaplen
- Latest Form D
- Feb 28, 2018
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 Trellus Partners LP
What is the minimum investment for Trellus Partners LP?
According to its latest Form D, filed Feb 28, 2018, the minimum investment Trellus Partners LP accepts from an outside investor is $1,000,000.
Who can invest in Trellus Partners LP?
Trellus Partners LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Trellus Partners LP raised?
Trellus Partners LP reports $521,194,641 sold from 315 investors on its Form D filed Feb 28, 2018. This is cumulative sales since the offering began, not current assets or performance.
Where is Trellus Partners LP based?
Trellus Partners LP is based in New York, New York.
When did Trellus Partners LP launch?
Trellus Partners LP reports its first sale in Dec 1994.
Size compared with every hedge fund
Raised more than 81% of the 2,524 hedge funds based in New York, and more than 82% of all 10,129 that report sales.