Mindset Value Fund LP
Mindset Value Fund LP is a hedge fund based in Santa Barbara, California. According to its most recent Form D, filed May 4, 2026, the fund has sold $17,503,519 of interests to 57 investors since its first sale in Apr 2020. The filing does not set a minimum investment. 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 Aaron Edelheit; Mindset Capital LLC.
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
- $17,503,519Cumulative sales reported on Form D
- Investors
- 57
- First sale
- Apr 1, 2020
- Minimum investment
- None set
- 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
- Aaron Edelheit; Mindset Capital LLC
- Latest Form D
- May 4, 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 Mindset Value Fund LP
What is the minimum investment for Mindset Value Fund LP?
Mindset Value Fund LP's latest Form D, filed May 4, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Mindset Value Fund LP?
Mindset Value 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 Mindset Value Fund LP raised?
Mindset Value Fund LP reports $17,503,519 sold from 57 investors on its Form D filed May 4, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Mindset Value Fund LP based?
Mindset Value Fund LP is based in Santa Barbara, California.
When did Mindset Value Fund LP launch?
Mindset Value Fund LP reports its first sale in Apr 2020.
Size compared with every hedge fund
Raised more than 42% of the 1,060 hedge funds based in California, and more than 28% of all 10,308 that report sales.