Bay Plan Fund LP is a hedge fund based in Bloomfield Hills, Michigan. According to its most recent Form D, filed Mar 19, 2026, the fund has sold $140,000 of interests to 2 investors since its first sale in Jun 2025. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Bay Plan Fund Management LLC; Nader Habli.
Performance
No verified 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
- $140,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- Jun 4, 2025
- 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
- Bay Plan Fund Management LLC; Nader Habli
- Latest Form D
- Mar 19, 2026
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 Bay Plan Fund LP
What is the minimum investment for Bay Plan Fund LP?
According to its latest Form D, filed Mar 19, 2026, the minimum investment Bay Plan Fund LP accepts from an outside investor is $100,000.
Who can invest in Bay Plan Fund LP?
Bay Plan Fund 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 Bay Plan Fund LP raised?
Bay Plan Fund LP reports $140,000 sold from 2 investors on its Form D filed Mar 19, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Bay Plan Fund LP based?
Bay Plan Fund LP is based in Bloomfield Hills, Michigan.
When did Bay Plan Fund LP launch?
Bay Plan Fund LP reports its first sale in Jun 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every hedge fund
Raised more than 36% of the 28 hedge funds based in Michigan, and more than 1% of all 10,308 that report sales.