Equity Overlay Fund LLC
Equity Overlay Fund LLC is a hedge fund based in Los Angeles, California. According to its most recent Form D, filed Jul 22, 2026, the fund has sold $473,191,546 of interests to 9 investors since its first sale in Nov 2004. The minimum investment it accepts from an outside investor is $250,000. 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. Related persons named in the filing include James Band; Dan Sommers; Scott Lange.
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
- $473,191,546Cumulative sales reported on Form D
- Investors
- 9
- First sale
- Nov 11, 2004
- Minimum investment
- $250,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- James Band; Dan Sommers; Scott Lange
- Latest Form D
- Jul 22, 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 Equity Overlay Fund LLC
What is the minimum investment for Equity Overlay Fund LLC?
According to its latest Form D, filed Jul 22, 2026, the minimum investment Equity Overlay Fund LLC accepts from an outside investor is $250,000.
Who can invest in Equity Overlay Fund LLC?
Equity Overlay Fund LLC 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 Equity Overlay Fund LLC raised?
Equity Overlay Fund LLC reports $473,191,546 sold from 9 investors on its Form D filed Jul 22, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Equity Overlay Fund LLC based?
Equity Overlay Fund LLC is based in Los Angeles, California.
When did Equity Overlay Fund LLC launch?
Equity Overlay Fund LLC reports its first sale in Nov 2004.
Size compared with every hedge fund
Raised more than 86% of the 1,060 hedge funds based in California, and more than 81% of all 10,307 that report sales.