US Low Volatility Fund LP is a hedge fund based in Charlotte, North Carolina. According to its most recent Form D, filed Dec 19, 2024, the fund has sold $298,097,917 of interests to 26 investors since its first sale in Dec 2012. The filing does not set a minimum investment. 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 Francis Baranko; Allspring Global Investments GP, LLC; Sallie Squire.
Performance
No verified 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
- $298,097,917Cumulative sales reported on Form D
- Investors
- 26
- First sale
- Dec 30, 2012
- Minimum investment
- None set
- 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
- Francis Baranko; Allspring Global Investments GP, LLC; Sallie Squire
- Latest Form D
- Dec 19, 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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about US Low Volatility Fund LP
What is the minimum investment for US Low Volatility Fund LP?
US Low Volatility Fund LP's latest Form D, filed Dec 19, 2024, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in US Low Volatility Fund LP?
US Low Volatility 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 US Low Volatility Fund LP raised?
US Low Volatility Fund LP reports $298,097,917 sold from 26 investors on its Form D filed Dec 19, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is US Low Volatility Fund LP based?
US Low Volatility Fund LP is based in Charlotte, North Carolina.
When did US Low Volatility Fund LP launch?
US Low Volatility Fund LP reports its first sale in Dec 2012.
Size compared with every hedge fund
Raised more than 92% of the 75 hedge funds based in North Carolina, and more than 75% of all 10,307 that report sales.