Litman Gregory Long Term Opportunity Fund is a Hedge Fund in California, that has raised $68.82 mm (out of $200.00 mm offered) from 49 investors, with a minimum investment of $1.00 mm, for a fund started in Jul 2003. Data from SEC filing on 1 Mar 2012.
Company profile
Employees
Incorporated
Location
Industry
SEC CIK
AUM ?
$65.19 k
Address
Litman Gregory Long Term Opportunity Fund
4 ORINDA WAY, SUITE 200-D
ORINDA
CA 94563
4 ORINDA WAY, SUITE 200-D
ORINDA
CA 94563
Phone
(925) 254-8999
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Litman Gregory Asset Management, LLC | $7.53 bn | |
Litman Gregory Long-term Opportunity Fund, L.P. | $65.19 k | Hedge Fund |
Litman Gregory Multi-manager Balanced Fund, L.P. | $24.19 mm | Other Private Fund |
Latest filings (excl ownership)
D/A
$200M in investment fund / Limited partner interests, sold $68.82M, 49 investors
2 Mar 12
D/A
$200M in investment fund / Limited partner interests, sold $68.7M, 49 investors
7 Mar 11
D/A
$200M in investment fund / Limited partner interests, sold $68.37M, 48 investors
12 Mar 10
D
Exempt offering of security
3 Mar 09
REGDEX/A
Notice of sale of securities (amended)
10 Oct 06
REGDEX
Notice of sale of securities
12 Aug 02
Latest ownership filings
No filings