New Vernon Matrix Fund LP
New Vernon Matrix Fund LP is a hedge fund based in Morristown, New Jersey. According to its most recent Form D, filed Feb 4, 2026, the fund has sold $310,681,225 of interests to 63 investors since its first sale in Apr 2016. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jorge Sanchez; Dennis Bertron.
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
- $310,681,225Cumulative sales reported on Form D
- Investors
- 63
- First sale
- Apr 1, 2016
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jorge Sanchez; Dennis Bertron
- Latest Form D
- Feb 4, 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 90% of the 213 hedge funds based in New Jersey, and more than 75% of all 10,157 that report sales.