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Wealthplan Growth Equity Fund, LP

Hedge FundFund ID 805-6543761884Delaware, United States
Gross assets
Min. investment
$250K
Beneficial owners
0
Size rank
Audited
Yes
Structure
Standalone

About this fund

Wealthplan Growth Equity Fund, LP is a hedge fund managed by Wealthplan Investment Management LLC. The stated minimum investment is $250,000. 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 ID805-6543761884
Fund typeHedge Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedYes
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Wealthplan Income Fund I LPOther Private

Frequently asked questions

What is the minimum investment for Wealthplan Growth Equity Fund, LP?

The stated minimum investment is $250,000.

Who manages Wealthplan Growth Equity Fund, LP?

Wealthplan Growth Equity Fund, LP is managed by Wealthplan Investment Management LLC.

Does Wealthplan Growth Equity Fund, LP 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
Custodian
None reported
Administrator

How this fund compares

Minimum investmentTop 56%
Higher than 44% 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.