Uinta Total Return Fund LP is a private investment fund based in Park City, Utah. According to its most recent Form D, filed Mar 21, 2024, it has sold $4,700,000 of interests to 37 investors since its first sale in Mar 2022. The minimum investment it accepts from an outside investor is $250,000. 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 Donald Plotsky; Uinta Investment Partners LLC.
- Total raised
- $4,700,000Cumulative sales reported on Form D
- Investors
- 37
- First sale
- Mar 1, 2022
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Donald Plotsky; Uinta Investment Partners LLC
- Latest Form D
- Mar 21, 2024
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. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Uinta Total Return Fund LP
What is the minimum investment for Uinta Total Return Fund LP?
According to its latest Form D, filed Mar 21, 2024, the minimum investment Uinta Total Return Fund LP accepts from an outside investor is $250,000.
Who can invest in Uinta Total Return Fund LP?
Uinta Total Return 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 Uinta Total Return Fund LP raised?
Uinta Total Return Fund LP reports $4,700,000 sold from 37 investors on its Form D filed Mar 21, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Uinta Total Return Fund LP based?
Uinta Total Return Fund LP is based in Park City, Utah.
When did Uinta Total Return Fund LP launch?
Uinta Total Return Fund LP reports its first sale in Mar 2022.
Size compared with every private investment fund
Raised more than 75% of the 197 private investment funds based in Utah, and more than 30% of all 10,255 that report sales.