Access Fund is a hedge fund based in Charlotte, North Carolina. According to its most recent Form D, filed Jun 27, 2017, the fund has sold $22,009,225 of interests to 13 investors since its first sale in Jun 1987. The minimum investment it accepts from an outside investor is $500,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Morrocroft Capital Partners, LLC; Israel Gorelick; Christopher Skardon.
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
- $22,009,225Cumulative sales reported on Form D
- Investors
- 13
- First sale
- Jun 24, 1987
- Minimum investment
- $500,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Morrocroft Capital Partners, LLC; Israel Gorelick; Christopher Skardon
- Latest Form D
- Jun 27, 2017
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 Access Fund
What is the minimum investment for Access Fund?
According to its latest Form D, filed Jun 27, 2017, the minimum investment Access Fund accepts from an outside investor is $500,000.
Who can invest in Access Fund?
Access Fund is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Access Fund raised?
Access Fund reports $22,009,225 sold from 13 investors on its Form D filed Jun 27, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Access Fund based?
Access Fund is based in Charlotte, North Carolina.
When did Access Fund launch?
Access Fund reports its first sale in Jun 1987.
Size compared with every hedge fund
Raised more than 56% of the 75 hedge funds based in North Carolina, and more than 32% of all 10,119 that report sales.