JLP Balanced Alpha Fund LP 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 $54,540,759 of interests to 45 investors since its first sale in Jun 2022. 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. Related persons named in the filing include Phoenix Capital Management LLC; Jeffrey Peskind; Robert Youree.
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
- $54,540,759Cumulative sales reported on Form D
- Investors
- 45
- First sale
- Jun 1, 2022
- 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 Capital Management LLC; Jeffrey Peskind; Robert Youree
- 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 Fund LP
What is the minimum investment for JLP Balanced Alpha Fund LP?
According to its latest Form D, filed Oct 1, 2026, the minimum investment JLP Balanced Alpha Fund LP accepts from an outside investor is $500,000.
Who can invest in JLP Balanced Alpha Fund LP?
JLP Balanced Alpha 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 JLP Balanced Alpha Fund LP raised?
JLP Balanced Alpha Fund LP reports $54,540,759 sold from 45 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 Fund LP based?
JLP Balanced Alpha Fund LP is based in New York, New York.
When did JLP Balanced Alpha Fund LP launch?
JLP Balanced Alpha Fund LP reports its first sale in Jun 2022.
Size compared with every hedge fund
Raised more than 44% of the 2,544 hedge funds based in New York, and more than 47% of all 10,307 that report sales.