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Dba Ballard Absolute Return Fund

Other Private FundFund ID 805-1021636599Florida, United States
Gross assets
Min. investment
$1M
Beneficial owners
0
Size rank
Audited
Yes
Structure
Standalone

About this fund

Dba Ballard Absolute Return Fund is a other private fund managed by Montrose Estate Capital Management, LLC. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1021636599
Fund typeOther Private Fund — PRIVATE CREDIT FUND
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

None reported.

Frequently asked questions

What is the minimum investment for Dba Ballard Absolute Return Fund?

The stated minimum investment is $1 million.

Who manages Dba Ballard Absolute Return Fund?

Dba Ballard Absolute Return Fund is managed by Montrose Estate Capital Management, LLC.

Does Dba Ballard Absolute Return Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Auditor

How this fund compares

Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.