JLP Balanced Alpha Cayman Fund Ltd
JLP Balanced Alpha Cayman Fund Ltd is a hedge fund based in New York, New York. According to its most recent Form D, filed Oct 1, 2026, the fund has sold $851,000 of interests to 4 investors since its first sale in Nov 2024. The minimum investment it accepts from an outside investor is $500,000. 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 Phoenix Investment Adviser LLC; Robert Youree; Jeffrey Peskind.
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
- $851,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Nov 1, 2024
- Minimum investment
- $500,000
- 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
- Phoenix Investment Adviser LLC; Robert Youree; Jeffrey Peskind
- Latest Form D
- Oct 1, 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 JLP Balanced Alpha Cayman Fund Ltd
What is the minimum investment for JLP Balanced Alpha Cayman Fund Ltd?
According to its latest Form D, filed Oct 1, 2026, the minimum investment JLP Balanced Alpha Cayman Fund Ltd accepts from an outside investor is $500,000.
Who can invest in JLP Balanced Alpha Cayman Fund Ltd?
JLP Balanced Alpha Cayman Fund Ltd 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 JLP Balanced Alpha Cayman Fund Ltd raised?
JLP Balanced Alpha Cayman Fund Ltd reports $851,000 sold from 4 investors on its Form D filed Oct 1, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is JLP Balanced Alpha Cayman Fund Ltd based?
JLP Balanced Alpha Cayman Fund Ltd is based in New York, New York and is managed by Phoenix Investment Adviser LLC.
When did JLP Balanced Alpha Cayman Fund Ltd launch?
JLP Balanced Alpha Cayman Fund Ltd reports its first sale in Nov 2024, 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 12% of the 2,544 hedge funds based in New York, and more than 5% of all 10,308 that report sales.