IVI Global Macro Fund ISA is a hedge fund based in Hamilton, Bermuda. According to its most recent Form D, filed Dec 27, 2024, the fund has sold $4,100,000 of interests to 3 investors since its first sale in Oct 2022. The minimum investment it accepts from an outside investor is $100,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Alison Morrison; Lawrence Newhook.
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
- $4,100,000Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Oct 1, 2022
- Minimum investment
- $100,000
- 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
- Alison Morrison; Lawrence Newhook
- Latest Form D
- Dec 27, 2024
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 IVI Global Macro Fund ISA
What is the minimum investment for IVI Global Macro Fund ISA?
According to its latest Form D, filed Dec 27, 2024, the minimum investment IVI Global Macro Fund ISA accepts from an outside investor is $100,000.
Who can invest in IVI Global Macro Fund ISA?
IVI Global Macro Fund ISA 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 IVI Global Macro Fund ISA raised?
IVI Global Macro Fund ISA reports $4,100,000 sold from 3 investors on its Form D filed Dec 27, 2024. This is cumulative sales since the offering began, not current assets or performance.
Where is IVI Global Macro Fund ISA based?
IVI Global Macro Fund ISA is based in Hamilton, Bermuda.
When did IVI Global Macro Fund ISA launch?
IVI Global Macro Fund ISA reports its first sale in Oct 2022, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every hedge fund
Raised more than 11% of the 104 hedge funds based in Bermuda, and more than 13% of all 10,308 that report sales.
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