Philotimo Fund, LP
Philotimo Fund, LP is a hedge fund based in Coconut Creek, Florida. According to its most recent Form D, filed Jun 20, 2025, the fund has sold $73,101,751 of interests to 84 investors since its first sale in Nov 2016. The minimum investment it accepts from an outside investor is $250,000. 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 Kanen Wealth Management LLC; David Kanen.
Performance
No verified returns have been reported for this fund. As a rough guide, Kanen Wealth Management LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +30.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +130.0% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $73,101,751Cumulative sales reported on Form D
- Investors
- 84
- First sale
- Nov 29, 2016
- Minimum investment
- $250,000
- 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
- Kanen Wealth Management LLC; David Kanen
- Latest Form D
- Jun 20, 2025
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 Philotimo Fund, LP
What is the minimum investment for Philotimo Fund, LP?
According to its latest Form D, filed Jun 20, 2025, the minimum investment Philotimo Fund, LP accepts from an outside investor is $250,000.
Who can invest in Philotimo Fund, LP?
Philotimo 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 Philotimo Fund, LP raised?
Philotimo Fund, LP reports $73,101,751 sold from 84 investors on its Form D filed Jun 20, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Philotimo Fund, LP based?
Philotimo Fund, LP is based in Coconut Creek, Florida and is managed by Kanen Wealth Management LLC.
When did Philotimo Fund, LP launch?
Philotimo Fund, LP reports its first sale in Nov 2016.
Size compared with every hedge fund
Raised more than 73% of the 750 hedge funds based in Florida, and more than 52% of all 10,308 that report sales.