BGA Horizon Fund, LLC - Stone Ridge 2026 Series
BGA Horizon Fund, LLC - Stone Ridge 2026 Series is a hedge fund based in Boston, Massachusetts. According to its most recent Form D, filed Apr 29, 2026, the fund has sold $9,975,000 of interests to 18 investors since its first sale in Jan 2026. The filing does not set a minimum investment. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Battery Global Advisors, LLC.
Performance
No verified returns have been reported for this fund. As a rough guide, Battery Global Advisors, LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +2.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +22.4% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
Is this your fund? Report your monthly returns · How performance works
- Total raised
- $9,975,000Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Jan 1, 2026
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Battery Global Advisors, LLC
- Latest Form D
- Apr 29, 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 BGA Horizon Fund, LLC - Stone Ridge 2026 Series
What is the minimum investment for BGA Horizon Fund, LLC - Stone Ridge 2026 Series?
BGA Horizon Fund, LLC - Stone Ridge 2026 Series's latest Form D, filed Apr 29, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in BGA Horizon Fund, LLC - Stone Ridge 2026 Series?
BGA Horizon Fund, LLC - Stone Ridge 2026 Series 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 BGA Horizon Fund, LLC - Stone Ridge 2026 Series raised?
BGA Horizon Fund, LLC - Stone Ridge 2026 Series reports $9,975,000 sold from 18 investors on its Form D filed Apr 29, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is BGA Horizon Fund, LLC - Stone Ridge 2026 Series based?
BGA Horizon Fund, LLC - Stone Ridge 2026 Series is based in Boston, Massachusetts and is managed by Battery Global Advisors, LLC.
When did BGA Horizon Fund, LLC - Stone Ridge 2026 Series launch?
BGA Horizon Fund, LLC - Stone Ridge 2026 Series reports its first sale in Jan 2026, 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 16% of the 474 hedge funds based in Massachusetts, and more than 21% of all 10,308 that report sales.
Other funds with the same team
- BGA Horizon Fund, LLC - PAR Series$207M
- BGA Horizon Fund, LLC - Verition Series$86.5M
- BGA Horizon Fund, LLC - Briarwood Series$82.3M
- BGA Horizon Fund, LLC - Paralos LS Series$69.6M
- BGA Horizon Fund, LLC - ZPE Series$66.7M
- BGA Horizon Fund, LLC - ZPU Series$66.7M
- BGA Horizon Fund, LLC - Himalaya Series$66.5M
- BGA Horizon Fund, LLC - Stone Ridge Series$61.9M