AltMountain

Philotimo SPV I, LP

Coconut Creek, FL · CIK 2009386 · Managed by Kanen Wealth Management LLC
Emerging

Philotimo SPV I, 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 $8,916,465 of interests to 28 investors since its first sale in Jan 2024. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include David Kanen; Kanen Wealth Management LLC.

Performance

13F estimate · public data only

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.

Is this your fund? Report your monthly returns · How performance works

Total raised
$8,916,465Cumulative sales reported on Form D
Investors
28
First sale
Jan 26, 2024
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
David Kanen; Kanen Wealth Management LLC
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 SPV I, LP

What is the minimum investment for Philotimo SPV I, LP?

According to its latest Form D, filed Jun 20, 2025, the minimum investment Philotimo SPV I, LP accepts from an outside investor is $250,000.

Who can invest in Philotimo SPV I, LP?

Philotimo SPV I, 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 SPV I, LP raised?

Philotimo SPV I, LP reports $8,916,465 sold from 28 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 SPV I, LP based?

Philotimo SPV I, LP is based in Coconut Creek, Florida and is managed by Kanen Wealth Management LLC.

When did Philotimo SPV I, LP launch?

Philotimo SPV I, LP reports its first sale in Jan 2024, 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 45% of the 750 hedge funds based in Florida, and more than 20% of all 10,308 that report sales.

Other funds with the same team

Similar-size hedge funds in Florida

All hedge funds in Florida · Emerging managers