AltMountain

Winter City Trust LP

Beverly Hills, CA · CIK 1757591
Status: no Form D since Dec 2019. 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.

Winter City Trust LP is a hedge fund based in Beverly Hills, California. According to its most recent Form D, filed Dec 16, 2019, the fund has sold $894,928 of interests to 4 investors since its first sale in Sep 2018. The minimum investment it accepts from an outside investor is $100,000. 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 Michelle Maccio.

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
$894,928Cumulative sales reported on Form D
Investors
4
First sale
Sep 1, 2018
Minimum investment
$100,000
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
Michelle Maccio
Latest Form D
Dec 16, 2019

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 Winter City Trust LP

What is the minimum investment for Winter City Trust LP?

According to its latest Form D, filed Dec 16, 2019, the minimum investment Winter City Trust LP accepts from an outside investor is $100,000.

Who can invest in Winter City Trust LP?

Winter City Trust 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 Winter City Trust LP raised?

Winter City Trust LP reports $894,928 sold from 4 investors on its Form D filed Dec 16, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Winter City Trust LP based?

Winter City Trust LP is based in Beverly Hills, California.

When did Winter City Trust LP launch?

Winter City Trust LP reports its first sale in Sep 2018.

Size compared with every hedge fund

Raised more than 18% of the 1,049 hedge funds based in California, and more than 5% of all 10,134 that report sales.

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