DUNN Balanced Fund, LLC
DUNN Balanced Fund, LLC is a hedge fund based in Stuart, Florida. According to its most recent Form D, filed Sep 18, 2026, the fund has sold $50,118,988 of interests to 64 investors since its first sale in Apr 2024. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include DUNN Capital Management, LLC; Martin Bergin.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to HedgeMountain directly.
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- Total raised
- $50,118,988Cumulative sales reported on Form D
- Investors
- 64
- First sale
- Apr 1, 2024
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- DUNN Capital Management, LLC; Martin Bergin
- Latest Form D
- Sep 18, 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 HedgeMountain 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
Size compared with every hedge fund
Raised more than 70% of the 743 hedge funds based in Florida, and more than 45% of all 10,157 that report sales.