Berkshire Long/Short Strategies Fund, an Indiana-based hedge fund, has raised $297.96M from 335 investors since January 2022 and filed an amendment to its Regulation D offering. The fund operates under exemptions 3(c)(7) for qualified purchasers and general solicitation Rule 506(b).
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Sold rose from $284.7M to $298M (+$13.2M, +9 investors) in 341 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-01 | D/A | $252.9M | 288 | |
| 2024-11-26 | D/A | $260.6M | 292 | +$7.7M |
| 2025-11-06 | D/A | $284.7M | 326 | +$24.1M |
| 2026-10-13 | D/A | $298M | 335 | +$13.2M |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Berkshire Long Short vehicles →
Sold rose to $NaN (+$24.1M, +34 investors) in 345 days since the previous filing.
OXFORD FINANCIAL GROUP, LTD (OXFORD FINANCIAL GROUP, LTD. LLC)
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| n/a Oxford Financial Group, Ltd. LLC | Director, Promoter |
| Jeffrey H. Thomasson | Executive Officer |
| Robert "Bo" D. Ramsey III | Executive Officer |
| Kristina R. Baron | Executive Officer |
| Brian R. Copsey | Executive Officer |
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Signed by Brian D. Copsey, Chief Financial Officer of the Manager.
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