DUNN Balanced Fund, LLC
DUNN Balanced Fund, LLC is a hedge fund based in Stuart, Florida. According to its most recent Form D, filed Sep 18, 2026, the fund has sold $50,118,988 of interests to 64 investors since its first sale in Apr 2024. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include DUNN Capital Management, LLC; Martin Bergin.
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
- $50,118,988Cumulative sales reported on Form D
- Investors
- 64
- First sale
- Apr 1, 2024
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- DUNN Capital Management, LLC; Martin Bergin
- Latest Form D
- Sep 18, 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 DUNN Balanced Fund, LLC
What is the minimum investment for DUNN Balanced Fund, LLC?
According to its latest Form D, filed Sep 18, 2026, the minimum investment DUNN Balanced Fund, LLC accepts from an outside investor is $100,000.
Who can invest in DUNN Balanced Fund, LLC?
DUNN Balanced Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has DUNN Balanced Fund, LLC raised?
DUNN Balanced Fund, LLC reports $50,118,988 sold from 64 investors on its Form D filed Sep 18, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is DUNN Balanced Fund, LLC based?
DUNN Balanced Fund, LLC is based in Stuart, Florida.
When did DUNN Balanced Fund, LLC launch?
DUNN Balanced Fund, LLC reports its first sale in Apr 2024.
Size compared with every hedge fund
Raised more than 70% of the 750 hedge funds based in Florida, and more than 46% of all 10,308 that report sales.