Valley Forge Capital Balanced L.P.
Valley Forge Capital Balanced L.P. is a hedge fund based in Miami, Florida. According to its most recent Form D, filed Oct 21, 2025, the fund has sold $10,000,000 of interests to 2 investors. The minimum investment it accepts from an outside investor is $5,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Devang Kantesaria.
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
- $10,000,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- —
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Devang Kantesaria
- Latest Form D
- Oct 21, 2025
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 Valley Forge Capital Balanced L.P.
What is the minimum investment for Valley Forge Capital Balanced L.P.?
According to its latest Form D, filed Oct 21, 2025, the minimum investment Valley Forge Capital Balanced L.P. accepts from an outside investor is $5,000,000.
Who can invest in Valley Forge Capital Balanced L.P.?
Valley Forge Capital Balanced 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(b), which does not allow general advertising.
How much has Valley Forge Capital Balanced L.P. raised?
Valley Forge Capital Balanced L.P. reports $10,000,000 sold from 2 investors on its Form D filed Oct 21, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Valley Forge Capital Balanced L.P. based?
Valley Forge Capital Balanced L.P. is based in Miami, Florida and is managed by Valley Forge Capital Management.
Size compared with every hedge fund
Raised more than 47% of the 750 hedge funds based in Florida, and more than 21% of all 10,308 that report sales.