Warberg WF X LP
Warberg WF X LP is a hedge fund based in Winnetka, Illinois. According to its most recent Form D, filed May 18, 2022, the fund has sold $28,936,000 of interests to 50 investors since its first sale in Mar 2022. The minimum investment it accepts from an outside investor is $75,000. 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 Daniel Warsh; Jonathan Blumberg; Warberg Asset Management LLC.
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
- $28,936,000Cumulative sales reported on Form D
- Investors
- 50
- First sale
- Mar 26, 2022
- Minimum investment
- $75,000
- 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
- Daniel Warsh; Jonathan Blumberg; Warberg Asset Management LLC
- Latest Form D
- May 18, 2022
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 Warberg WF X LP
What is the minimum investment for Warberg WF X LP?
According to its latest Form D, filed May 18, 2022, the minimum investment Warberg WF X LP accepts from an outside investor is $75,000.
Who can invest in Warberg WF X LP?
Warberg WF X 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 Warberg WF X LP raised?
Warberg WF X LP reports $28,936,000 sold from 50 investors on its Form D filed May 18, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is Warberg WF X LP based?
Warberg WF X LP is based in Winnetka, Illinois.
When did Warberg WF X LP launch?
Warberg WF X LP reports its first sale in Mar 2022.
Size compared with every hedge fund
Raised more than 48% of the 318 hedge funds based in Illinois, and more than 37% of all 10,129 that report sales.