Wealth Builder Fund, L.P.
Wealth Builder Fund, L.P. is a hedge fund based in Winnetka, Illinois. According to its most recent Form D, filed Sep 13, 2013, the fund has sold $250,000 of interests to 1 investor since its first sale in Sep 2013. 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 Mark Lahey; John Lafferty; a limited liability company Lafferty & Lahey Partners, 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
- $250,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Sep 1, 2013
- 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
- Mark Lahey; John Lafferty; a limited liability company Lafferty & Lahey Partners, LLC
- Latest Form D
- Sep 13, 2013
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 Wealth Builder Fund, L.P.
What is the minimum investment for Wealth Builder Fund, L.P.?
According to its latest Form D, filed Sep 13, 2013, the minimum investment Wealth Builder Fund, L.P. accepts from an outside investor is $250,000.
Who can invest in Wealth Builder Fund, L.P.?
Wealth Builder Fund, L.P. 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 Wealth Builder Fund, L.P. raised?
Wealth Builder Fund, L.P. reports $250,000 sold from 1 investor on its Form D filed Sep 13, 2013. This is cumulative sales since the offering began, not current assets or performance.
Where is Wealth Builder Fund, L.P. based?
Wealth Builder Fund, L.P. is based in Winnetka, Illinois.
When did Wealth Builder Fund, L.P. launch?
Wealth Builder Fund, L.P. reports its first sale in Sep 2013.
Size compared with every hedge fund
Raised more than 9% of the 317 hedge funds based in Illinois, and more than 2% of all 10,134 that report sales.