SD Financial Institutions & Value Opportunity Fund, LP
SD Financial Institutions & Value Opportunity Fund, LP is a hedge fund based in Rumson, New Jersey. According to its most recent Form D, filed Oct 11, 2024, the fund has sold $25,393,150 of interests to 29 investors since its first sale in Aug 2012. The minimum investment it accepts from an outside investor is $50,000. 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 Howard Henick; Dennis Scurletis; SD Capital Partners, LLC.
- Total raised
- $25,393,150Cumulative sales reported on Form D
- Investors
- 29
- First sale
- Aug 15, 2012
- Minimum investment
- $50,000
- 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
- Howard Henick; Dennis Scurletis; SD Capital Partners, LLC
- Latest Form D
- Oct 11, 2024
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 57% of the 213 hedge funds based in New Jersey, and more than 34% of all 10,157 that report sales.