AltMountain

Empery Tax Efficient, LP

New York, NY · CIK 1597111 · Managed by Empery Asset Management, LP

Empery Tax Efficient, LP is a hedge fund based in New York, New York. According to its most recent Form D, filed Jan 8, 2026, the fund has sold $33,433,965 of interests to 36 investors since its first sale in Feb 2014. 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. Related persons named in the filing include Empery Asset Management, LP; Empery Funds GP, LLC; Ryan Lane.

Performance

No 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
$33,433,965Cumulative sales reported on Form D
Investors
36
First sale
Feb 1, 2014
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
Empery Asset Management, LP; Empery Funds GP, LLC; Ryan Lane
Latest Form D
Jan 8, 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 Empery Tax Efficient, LP

What is the minimum investment for Empery Tax Efficient, LP?

Empery Tax Efficient, LP's latest Form D, filed Jan 8, 2026, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Empery Tax Efficient, LP?

Empery Tax Efficient, 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 Empery Tax Efficient, LP raised?

Empery Tax Efficient, LP reports $33,433,965 sold from 36 investors on its Form D filed Jan 8, 2026. This is cumulative sales since the offering began, not current assets or performance.

Where is Empery Tax Efficient, LP based?

Empery Tax Efficient, LP is based in New York, New York and is managed by Empery Asset Management, LP.

When did Empery Tax Efficient, LP launch?

Empery Tax Efficient, LP reports its first sale in Feb 2014.

Size compared with every hedge fund

Raised more than 37% of the 2,535 hedge funds based in New York, and more than 39% of all 10,197 that report sales.

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