Concentrated Value Strategy LP
Concentrated Value Strategy LP is a hedge fund based in San Francisco, California. According to its most recent Form D, filed Mar 4, 2025, the fund has sold $1,976,229 of interests to 5 investors since its first sale in Sep 2012. The minimum investment it accepts from an outside investor is $250,000. 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. Related persons named in the filing include MKG Capital Management, LLC; Maitri Goonewardena.
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
- $1,976,229Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Sep 12, 2012
- Minimum investment
- $250,000
- 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
- MKG Capital Management, LLC; Maitri Goonewardena
- Latest Form D
- Mar 4, 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 Concentrated Value Strategy LP
What is the minimum investment for Concentrated Value Strategy LP?
According to its latest Form D, filed Mar 4, 2025, the minimum investment Concentrated Value Strategy LP accepts from an outside investor is $250,000.
Who can invest in Concentrated Value Strategy LP?
Concentrated Value Strategy 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 Concentrated Value Strategy LP raised?
Concentrated Value Strategy LP reports $1,976,229 sold from 5 investors on its Form D filed Mar 4, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Concentrated Value Strategy LP based?
Concentrated Value Strategy LP is based in San Francisco, California.
When did Concentrated Value Strategy LP launch?
Concentrated Value Strategy LP reports its first sale in Sep 2012.
Size compared with every hedge fund
Raised more than 21% of the 1,060 hedge funds based in California, and more than 8% of all 10,307 that report sales.