Wallace Capital Management Inc.

Dallas, TX · CIK 1459754

Status: no Form D since Mar 2009. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Wallace Capital Management Inc. is a hedge fund based in Dallas, Texas. According to its most recent Form D, filed Mar 31, 2009, the fund has sold $45,000,000 of interests to 85 investors since its first sale in May 2002. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. Related persons named in the filing include Scott Wallace; Christopher Thomason; Thomas Barrow.

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: $45,000,000Cumulative sales reported on Form D
Investors: 85
First sale: May 1, 2002
Minimum investment: $25,000
Who can invest: Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption: Other exemption
Net asset value range: $25,000,001 - $50,000,000Self-reported
Key people and entities: Scott Wallace; Christopher Thomason; Thomas Barrow
Latest Form D: Mar 31, 2009

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 Wallace Capital Management Inc.

What is the minimum investment for Wallace Capital Management Inc.?

According to its latest Form D, filed Mar 31, 2009, the minimum investment Wallace Capital Management Inc. accepts from an outside investor is $25,000.

Who can invest in Wallace Capital Management Inc.?

Wallace Capital Management Inc. 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).

How much has Wallace Capital Management Inc. raised?

Wallace Capital Management Inc. reports $45,000,000 sold from 85 investors on its Form D filed Mar 31, 2009. This is cumulative sales since the offering began, not current assets or performance.

Where is Wallace Capital Management Inc. based?

Wallace Capital Management Inc. is based in Dallas, Texas.

When did Wallace Capital Management Inc. launch?

Wallace Capital Management Inc. reports its first sale in May 2002.