Upvesting Fund LP is a hedge fund based in Chicago, Illinois. Its most recent Form D, filed Nov 16, 2017, reports no sales yet. The minimum investment it accepts from an outside investor is $50,000. 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 Family Wealth Legacy, LLC Family Wealth Legacy, LLC; Matthew Piercey.
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
- $50,000
- 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
- Family Wealth Legacy, LLC Family Wealth Legacy, LLC; Matthew Piercey
- Latest Form D
- Nov 16, 2017
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 Upvesting Fund LP
What is the minimum investment for Upvesting Fund LP?
According to its latest Form D, filed Nov 16, 2017, the minimum investment Upvesting Fund LP accepts from an outside investor is $50,000.
Who can invest in Upvesting Fund LP?
Upvesting 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 Upvesting Fund LP raised?
Upvesting Fund LP's latest Form D, filed Nov 16, 2017, reports no sales yet.
Where is Upvesting Fund LP based?
Upvesting Fund LP is based in Chicago, Illinois.
Size compared with every hedge fund
This fund hasn't reported any sales yet.