Waverly Opportunity Fund I, LP
Waverly Opportunity Fund I, LP is a hedge fund based in Birmingham, Alabama. According to its most recent Form D, filed Oct 17, 2024, the fund has sold $63,650,000 of interests to 87 investors since its first sale in Feb 2016. The minimum investment it accepts from an outside investor is $250,000. 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 Craig.
Performance
No verified returns have been reported for this fund. As a rough guide, Waverly Advisors, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +9.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +30.5% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $63,650,000Cumulative sales reported on Form D
- Investors
- 87
- First sale
- Feb 1, 2016
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Other exemption
- Key people and entities
- Scott Craig
- Latest Form D
- Oct 17, 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 Waverly Opportunity Fund I, LP
What is the minimum investment for Waverly Opportunity Fund I, LP?
According to its latest Form D, filed Oct 17, 2024, the minimum investment Waverly Opportunity Fund I, LP accepts from an outside investor is $250,000.
Who can invest in Waverly Opportunity Fund I, LP?
Waverly Opportunity Fund I, 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).
How much has Waverly Opportunity Fund I, LP raised?
Waverly Opportunity Fund I, LP reports $63,650,000 sold from 87 investors on its Form D filed Oct 17, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is Waverly Opportunity Fund I, LP based?
Waverly Opportunity Fund I, LP is based in Birmingham, Alabama and is managed by Waverly Advisors, LLC.
When did Waverly Opportunity Fund I, LP launch?
Waverly Opportunity Fund I, LP reports its first sale in Feb 2016.
Size compared with every hedge fund
Raised more than 85% of the 26 hedge funds based in Alabama, and more than 50% of all 10,308 that report sales.