Winebrenner Opportunity Zone Fund, LP
Winebrenner Opportunity Zone Fund, LP is a hedge fund based in Pewee Valley, Kentucky. According to its most recent Form D, filed Jun 26, 2026, the fund has sold $25,808,046 of interests to 89 investors since its first sale in Jan 2019. 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. Related persons named in the filing include Earl Winebrenner, III; LLC Winebrenner Capital Management.
Performance
No verified returns have been reported for this fund. As a rough guide, Winebrenner Capital Management LLC, which manages it, disclosed U.S. stock holdings that returned an estimated +4.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q1 2025 to Q2 2026, the estimate is +14.0% (S&P 500: +27.4%).
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
- $25,808,046Cumulative sales reported on Form D
- Investors
- 89
- First sale
- Jan 1, 2019
- 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
- Earl Winebrenner, III; LLC Winebrenner Capital Management
- Latest Form D
- Jun 26, 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 Winebrenner Opportunity Zone Fund, LP
What is the minimum investment for Winebrenner Opportunity Zone Fund, LP?
Winebrenner Opportunity Zone Fund, LP's latest Form D, filed Jun 26, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Winebrenner Opportunity Zone Fund, LP?
Winebrenner Opportunity Zone 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 Winebrenner Opportunity Zone Fund, LP raised?
Winebrenner Opportunity Zone Fund, LP reports $25,808,046 sold from 89 investors on its Form D filed Jun 26, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Winebrenner Opportunity Zone Fund, LP based?
Winebrenner Opportunity Zone Fund, LP is based in Pewee Valley, Kentucky and is managed by Winebrenner Capital Management LLC.
When did Winebrenner Opportunity Zone Fund, LP launch?
Winebrenner Opportunity Zone Fund, LP reports its first sale in Jan 2019.
Size compared with every hedge fund
Raised more than 55% of the 20 hedge funds based in Kentucky, and more than 34% of all 10,308 that report sales.