New Vernon Matrix Fund LP
New Vernon Matrix Fund LP is a hedge fund based in Morristown, New Jersey. According to its most recent Form D, filed Feb 4, 2026, the fund has sold $310,681,225 of interests to 63 investors since its first sale in Apr 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jorge Sanchez; Dennis Bertron.
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
- $310,681,225Cumulative sales reported on Form D
- Investors
- 63
- First sale
- Apr 1, 2016
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jorge Sanchez; Dennis Bertron
- Latest Form D
- Feb 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 New Vernon Matrix Fund LP
What is the minimum investment for New Vernon Matrix Fund LP?
New Vernon Matrix Fund LP's latest Form D, filed Feb 4, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in New Vernon Matrix Fund LP?
New Vernon Matrix Fund LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has New Vernon Matrix Fund LP raised?
New Vernon Matrix Fund LP reports $310,681,225 sold from 63 investors on its Form D filed Feb 4, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is New Vernon Matrix Fund LP based?
New Vernon Matrix Fund LP is based in Morristown, New Jersey.
When did New Vernon Matrix Fund LP launch?
New Vernon Matrix Fund LP reports its first sale in Apr 2016.
Size compared with every hedge fund
Raised more than 90% of the 217 hedge funds based in New Jersey, and more than 76% of all 10,308 that report sales.