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S&p 500 Index Equally Weighted Fund, LP

Hedge FundFund ID 805-7162202676Delaware, United States
Gross assets
$33.2M
Min. investment
$100K
Beneficial owners
28
Size rank
Top 62%
Audited
Yes
Structure
Standalone

About this fund

S&p 500 Index Equally Weighted Fund, LP is a hedge fund managed by Port Capital LLC. The fund reports $33.2 million in gross assets, placing it among the top 62% of private funds by size. The stated minimum investment is $100,000. 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 ID805-7162202676
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
Port Capital Partners Multi Cap Fund, LPHedge$390.7M
Port Capital Small Cap Fund, LPHedge$390.1M
Port Capital Partners Multi Cap Fund II, LPHedge$351.2M
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Frequently asked questions

How large is S&p 500 Index Equally Weighted Fund, LP?

S&p 500 Index Equally Weighted Fund, LP reports $33.2 million in gross assets, among the top 62% of private funds by size.

What is the minimum investment for S&p 500 Index Equally Weighted Fund, LP?

The stated minimum investment is $100,000.

Who manages S&p 500 Index Equally Weighted Fund, LP?

S&p 500 Index Equally Weighted Fund, LP is managed by Port Capital LLC.

Does S&p 500 Index Equally Weighted Fund, LP disclose returns?

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

Manager

P
Chicago, IL

Service providers

Reported gross assets

$33.2M▲ 6%
Mar '25 — $31.1MApr '25 — $31.1MMay '25 — $31.1MJun '25 — $31.1MJul '25 — $31.1MAug '25 — $31.1MSep '25 — $31.1MOct '25 — $31.1MNov '25 — $31.1MDec '25 — $31.1MJan '26 — $31.1MFeb '26 — $33.2MMar '26 — $33.2MApr '26 — $33.2MMay '26 — $33.2MJun '26 — $33.2M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 62%
Larger than 38% of 67,041 private funds
Gross assets vs Hedge FundsTop 75%
Larger than 25% of 12,442 hedge funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons36%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.