Mindset Value Wellness Fund LP is a hedge fund based in Santa Barbara, California. According to its most recent Form D, filed Jul 15, 2026, the fund has sold $12,341,052 of interests to 57 investors since its first sale in Nov 2021. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Mindset Capital LLC; Aaron Edelheit.
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
- $12,341,052Cumulative sales reported on Form D
- Investors
- 57
- First sale
- Nov 10, 2021
- 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
- Mindset Capital LLC; Aaron Edelheit
- Latest Form D
- Jul 15, 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 Wellness Fund LP
What is the minimum investment for Mindset Value Wellness Fund LP?
Mindset Value Wellness Fund LP's latest Form D, filed Jul 15, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Mindset Value Wellness Fund LP?
Mindset Value Wellness 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 Wellness Fund LP raised?
Mindset Value Wellness Fund LP reports $12,341,052 sold from 57 investors on its Form D filed Jul 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Mindset Value Wellness Fund LP based?
Mindset Value Wellness Fund LP is based in Santa Barbara, California.
When did Mindset Value Wellness Fund LP launch?
Mindset Value Wellness Fund LP reports its first sale in Nov 2021, 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 38% of the 1,060 hedge funds based in California, and more than 23% of all 10,308 that report sales.