Archview ERISA Fund Ltd. is a hedge fund based in Stamford, Connecticut. According to its most recent Form D, filed May 25, 2017, the fund has sold $65,000,000 of interests to 1 investor since its first sale in May 2015. The minimum investment it accepts from an outside investor is $100,000. 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 Sophia Dilbert; Sam Ellis; Robert Ryan.
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
- $65,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- May 1, 2015
- Minimum investment
- $100,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Sophia Dilbert; Sam Ellis; Robert Ryan
- Latest Form D
- May 25, 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
Raise history
| Filed | Filing | Total raised | Investors | Source |
|---|---|---|---|---|
| May 25, 2017 | Form D/A (amendment) | $65,000,000 | 1 | SEC.gov ↗ |
| May 26, 2016 | Form D/A (amendment) | $65,000,000 | 1 | SEC.gov ↗ |
| May 15, 2015 | Form D | $65,000,000 | 1 | SEC.gov ↗ |
3 Form D filings in the SEC's electronic records (2008 onward), the earliest on May 15, 2015. Each filing reports the cumulative amount sold and the number of investors to that date, as the fund filed it. Not verified, and not the fund's current assets. Source: U.S. Securities and Exchange Commission, Form D data sets.
Related vehicles with the same name (5)
| Vehicle | Total raised | Investors | Latest Form D |
|---|---|---|---|
| ARCHVIEW FUND L.P. | $319,205,539 | 45 | Jul 13, 2017 |
| ARCHVIEW OFFSHORE FUND LTD. | $313,996,947 | 60 | Jul 13, 2017 |
| ARCHVIEW MASTER FUND LTD | $129,638,671 | 8 | Jul 13, 2017 |
| Archview ERISA Fund Ltd. (this page) | $65,000,000 | 1 | May 25, 2017 |
| Archview ERISA Master Fund Ltd. | $100,000 | 1 | May 25, 2017 |
Funds are often offered through several legal vehicles, such as onshore, offshore, feeder, parallel or tax-exempt versions, and each one files its own Form D. These 5 filings share this fund's name apart from such vehicle words or a series letter, which usually means they are versions of one fund. Grouped by AltMountain from the names on the filings alone, so the list may be incomplete or include a separate fund with a near-identical name; amounts are each vehicle's own filing and should not be added together, because a feeder's money can also be counted in its master fund. Source: SEC Form D filings.
Questions about Archview ERISA Fund Ltd.
What is the minimum investment for Archview ERISA Fund Ltd.?
According to its latest Form D, filed May 25, 2017, the minimum investment Archview ERISA Fund Ltd. accepts from an outside investor is $100,000.
Who can invest in Archview ERISA Fund Ltd.?
Archview ERISA Fund Ltd. 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 Archview ERISA Fund Ltd. raised?
Archview ERISA Fund Ltd. reports $65,000,000 sold from 1 investor on its Form D filed May 25, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Archview ERISA Fund Ltd. based?
Archview ERISA Fund Ltd. is based in Stamford, Connecticut.
When did Archview ERISA Fund Ltd. launch?
Archview ERISA Fund Ltd. reports its first sale in May 2015.
Size compared with every hedge fund
Raised more than 61% of the 866 hedge funds based in Connecticut, and more than 51% of all 10,140 that report sales.