UP Fund, L.P. is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Aug 16, 2021, it has sold $49,900,000 of interests to 30 investors since its first sale in Dec 2019. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include UP Fund GP, LLC; Navjeet Bal; Tracy Palandjian.
- Total raised
- $49,900,000Cumulative sales reported on Form D
- Investors
- 30
- First sale
- Dec 18, 2019
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Net asset value range
- $25,000,001 - $50,000,000Self-reported
- Key people and entities
- UP Fund GP, LLC; Navjeet Bal; Tracy Palandjian
- Latest Form D
- Aug 16, 2021
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 UP Fund, L.P.
What is the minimum investment for UP Fund, L.P.?
According to its latest Form D, filed Aug 16, 2021, the minimum investment UP Fund, L.P. accepts from an outside investor is $100,000.
Who can invest in UP Fund, L.P.?
UP Fund, L.P. 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(c), so it may advertise, but every investor must be verified as accredited.
How much has UP Fund, L.P. raised?
UP Fund, L.P. reports $49,900,000 sold from 30 investors on its Form D filed Aug 16, 2021. This is cumulative sales since the offering began, not current assets or performance.
Where is UP Fund, L.P. based?
UP Fund, L.P. is based in Boston, Massachusetts.
When did UP Fund, L.P. launch?
UP Fund, L.P. reports its first sale in Dec 2019.
Size compared with every private investment fund
Raised more than 57% of the 538 private investment funds based in Massachusetts, and more than 62% of all 10,287 that report sales.
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