Valkyrie Opportunistic Fund LP is a hedge fund based in Brentwood, Tennessee. According to its most recent Form D, filed Mar 28, 2023, the fund has sold $1,297,689 of interests to 2 investors since its first sale in Jan 2023. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Steven McClurg; Leah Wald.
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
- $1,297,689Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Jan 11, 2023
- Minimum investment
- $1,000,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- Steven McClurg; Leah Wald
- Latest Form D
- Mar 28, 2023
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 Valkyrie Opportunistic Fund LP
What is the minimum investment for Valkyrie Opportunistic Fund LP?
According to its latest Form D, filed Mar 28, 2023, the minimum investment Valkyrie Opportunistic Fund LP accepts from an outside investor is $1,000,000.
Who can invest in Valkyrie Opportunistic Fund LP?
Valkyrie Opportunistic 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(c), so it may advertise, but every investor must be verified as accredited.
How much has Valkyrie Opportunistic Fund LP raised?
Valkyrie Opportunistic Fund LP reports $1,297,689 sold from 2 investors on its Form D filed Mar 28, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Valkyrie Opportunistic Fund LP based?
Valkyrie Opportunistic Fund LP is based in Brentwood, Tennessee.
When did Valkyrie Opportunistic Fund LP launch?
Valkyrie Opportunistic Fund LP reports its first sale in Jan 2023.
Size compared with every hedge fund
Raised more than 25% of the 56 hedge funds based in Tennessee, and more than 7% of all 10,128 that report sales.