Avalon
Avalon is a hedge fund based in Berkeley Heights, New Jersey. According to its most recent Form D, filed Feb 13, 2020, the fund has sold $56,343,817 of interests to 55 investors since its first sale in Jan 1976. The filing does not set a minimum investment. 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 John Holman, Jr.
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
- $56,343,817Cumulative sales reported on Form D
- Investors
- 55
- First sale
- Jan 1, 1976
- Minimum investment
- None set
- 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
- John Holman, Jr
- Latest Form D
- Feb 13, 2020
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 Avalon
What is the minimum investment for Avalon?
Avalon's latest Form D, filed Feb 13, 2020, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Avalon?
Avalon 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 Avalon raised?
Avalon reports $56,343,817 sold from 55 investors on its Form D filed Feb 13, 2020. This is cumulative sales since the offering began, not current assets or performance.
Where is Avalon based?
Avalon is based in Berkeley Heights, New Jersey.
When did Avalon launch?
Avalon reports its first sale in Jan 1976.
Size compared with every hedge fund
Raised more than 69% of the 211 hedge funds based in New Jersey, and more than 48% of all 10,118 that report sales.