Fourthstone Opportunity Fund LP
Fourthstone Opportunity Fund LP is a hedge fund based in St. Louis, Missouri. According to its most recent Form D, filed Jul 10, 2026, the fund has sold $124,628,229 of interests to 116 investors since its first sale in Feb 2014. The minimum investment it accepts from an outside investor is $1,000,000. 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 Fourthstone GP LLC; Amy Stone; Louis Stone, IV.
Performance
No verified returns have been reported for this fund. As a rough guide, Fourthstone LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +20.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +63.7% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $124,628,229Cumulative sales reported on Form D
- Investors
- 116
- First sale
- Feb 1, 2014
- Minimum investment
- $1,000,000
- 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
- Fourthstone GP LLC; Amy Stone; Louis Stone, IV
- Latest Form D
- Jul 10, 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 Fourthstone Opportunity Fund LP
What is the minimum investment for Fourthstone Opportunity Fund LP?
According to its latest Form D, filed Jul 10, 2026, the minimum investment Fourthstone Opportunity Fund LP accepts from an outside investor is $1,000,000.
Who can invest in Fourthstone Opportunity Fund LP?
Fourthstone Opportunity Fund 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 Fourthstone Opportunity Fund LP raised?
Fourthstone Opportunity Fund LP reports $124,628,229 sold from 116 investors on its Form D filed Jul 10, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Fourthstone Opportunity Fund LP based?
Fourthstone Opportunity Fund LP is based in St. Louis, Missouri and is managed by Fourthstone LLC.
When did Fourthstone Opportunity Fund LP launch?
Fourthstone Opportunity Fund LP reports its first sale in Feb 2014.
Size compared with every hedge fund
Raised more than 70% of the 20 hedge funds based in Missouri, and more than 61% of all 10,308 that report sales.