Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series
Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series is a hedge fund based in St. Petersburg, Florida. According to its most recent Form D, filed May 21, 2025, the fund has sold $3,000,000 of interests to 1 investor since its first sale in Mar 2023. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Carillon Tower Advisers, Inc; Eric Wilwant.
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
- $3,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Mar 1, 2023
- 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
- Carillon Tower Advisers, Inc; Eric Wilwant
- Latest Form D
- May 21, 2025
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 Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series
What is the minimum investment for Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series?
Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series's latest Form D, filed May 21, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series?
Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series 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 Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series raised?
Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series reports $3,000,000 sold from 1 investor on its Form D filed May 21, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series based?
Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series is based in St. Petersburg, Florida and is managed by Raymond James Investment Management.
When did Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series launch?
Carillon Tower Series Hedge Fund, LLC - Balanced Multi Asset Series reports its first sale in Mar 2023, 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 33% of the 750 hedge funds based in Florida, and more than 11% of all 10,308 that report sales.