Planned Return Strategy Fund, LP
Planned Return Strategy Fund, LP is a hedge fund based in Morristown, New Jersey. According to its most recent Form D, filed May 16, 2017, the fund has sold $253,132,376 of interests to 111 investors since its first sale in Jan 2013. The minimum investment it accepts from an outside investor is $1,000,000. 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 Acertus Capital Management, LLC; Christopher Shagawat; Christopher Perrine.
Performance
No 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
- $253,132,376Cumulative sales reported on Form D
- Investors
- 111
- First sale
- Jan 22, 2013
- Minimum investment
- $1,000,000
- 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
- Acertus Capital Management, LLC; Christopher Shagawat; Christopher Perrine
- Latest Form D
- May 16, 2017
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 Planned Return Strategy Fund, LP
What is the minimum investment for Planned Return Strategy Fund, LP?
According to its latest Form D, filed May 16, 2017, the minimum investment Planned Return Strategy Fund, LP accepts from an outside investor is $1,000,000.
Who can invest in Planned Return Strategy Fund, LP?
Planned Return Strategy 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 Planned Return Strategy Fund, LP raised?
Planned Return Strategy Fund, LP reports $253,132,376 sold from 111 investors on its Form D filed May 16, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Planned Return Strategy Fund, LP based?
Planned Return Strategy Fund, LP is based in Morristown, New Jersey.
When did Planned Return Strategy Fund, LP launch?
Planned Return Strategy Fund, LP reports its first sale in Jan 2013.
Size compared with every hedge fund
Raised more than 87% of the 211 hedge funds based in New Jersey, and more than 72% of all 10,102 that report sales.