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Phase3 Global Rates Fund LLC

Hedge FundFund ID 805-4616193949Delaware, United States
Gross assets
$160M
Min. investment
$1M
Beneficial owners
9
Size rank
Top 35%
Audited
Yes
Structure
Standalone

About this fund

Phase3 Global Rates Fund LLC is a hedge fund managed by Phase 3 Capital Management LLC. The fund reports $160 million in gross assets, placing it among the top 35% of private funds by size. 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 ID805-4616193949
Fund typeHedge Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Phase3 Systematic Opportunity FundHedge$6.6M

Frequently asked questions

How large is Phase3 Global Rates Fund LLC?

Phase3 Global Rates Fund LLC reports $160 million in gross assets, among the top 35% of private funds by size.

What is the minimum investment for Phase3 Global Rates Fund LLC?

The stated minimum investment is $1 million.

Who manages Phase3 Global Rates Fund LLC?

Phase3 Global Rates Fund LLC is managed by Phase 3 Capital Management LLC.

Does Phase3 Global Rates Fund LLC disclose returns?

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

Manager

Service providers

Reported gross assets

$160M▼ 35%
Mar '25 — $247MApr '25 — $247MMay '25 — $247MJun '25 — $247MJul '25 — $247MAug '25 — $247MSep '25 — $247MOct '25 — $247MNov '25 — $247MDec '25 — $247MJan '26 — $247MFeb '26 — $247MMar '26 — $160MApr '26 — $160MMay '26 — $160MJun '26 — $160M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 35%
Larger than 65% of 67,041 private funds
Gross assets vs Hedge FundsTop 48%
Larger than 52% of 12,442 hedge funds
Minimum investmentTop 33%
Higher than 67% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds83%
Non-U.S. persons83%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.