Investment adviser · CRD 285694

FORECAST INSTITUTE, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

· Form ADV filed Aug 17, 2022

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

KUDZU 3X, LPHedge Fund · Last reported Aug 17, 2022$49.9MGross asset value

Form D fundraising filings

Kudzu 3X LP

Fund administrator PIEDMONT FUND SERVICES, INC. HERNDON, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Custodian SIGNATURE BANK NEW YORK, New York, United States Related to adviser: No
Prime broker COWEN PRIME SERVICES LLC NEW YORK, New York, United States
Prime broker GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States
Prime broker PERSHING LLC JERSEY CITY, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KEITER
PCAOB 80

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

PERSHING LLC
SEC 8-17574

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
CRD 3466 · SEC 8-526

PERSHING LLC
CRD 7560 · SEC 8-17574

Fund details & source
Fund ID
805-1391249447
Reported beneficial owners
13
Minimum commitment
$1M
Form D file number
021-279972

Form ADV 1669654 · Aug 17, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

KUDZU FUND, LPHedge Fund · Last reported Aug 17, 2022$8.38MGross asset value

Form D fundraising filings

Kudzu Fund, L.P.

Fund administrator PIEDMONT FUND SERVICES HERNDON, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KEITER GLEN ALLEN, Virginia, United States
Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No
Custodian SIGNATURE BANK NEW YORK, New York, United States Related to adviser: No
Prime broker COWEN PRIME SERVICES LLC NEW YORK, New York, United States
Prime broker GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KEITER
PCAOB 80

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
CRD 3466 · SEC 8-526

Fund details & source
Fund ID
805-5252441216
Reported beneficial owners
16
Minimum commitment
$250K
Form D file number
021-130337

Form ADV 1669654 · Aug 17, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 17, 2022. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

CRD 285694

Filing source

Form ADV 1669654 · Aug 17, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.