Form D · Hedge Fund

Kalo Capital Management, LP

San Diego, CA · CIK 0001513907

Offering snapshot reported Sep 22, 2022 · SEC filing

Reported sold
$17.9M
Offering amount: $100M
Investors reported
21
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 1, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.93M$17.9MAug 28, 2018: $12,338,909.00Aug 28, 2018Aug 27, 2019: $16,278,919.00Aug 27, 2019Aug 25, 2020: $16,733,376.00Aug 25, 2020Oct 14, 2021: $16,867,505.00Oct 14, 2021Sep 22, 2022: $17,853,273.00Sep 22, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$16,867,505 → $17,853,273
  • Reported investors19 → 21

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 22, 2022Amendment$17,853,273$985,768vs Oct 14, 202121SEC filing
Oct 14, 2021Amendment$16,867,505$134,129vs Aug 25, 202019SEC filing
Aug 25, 2020Amendment$16,733,376$454,457vs Aug 27, 201915SEC filing
Aug 27, 2019Amendment$16,278,919$3,940,010vs Aug 28, 201813SEC filing
Aug 28, 2018Initial$12,338,909No comparison11SEC filing
Aug 14, 2017Initial$5,227,949No comparison6SEC filing
Sep 8, 2016Initial$4,565,383No comparison4SEC filing
Sep 9, 2015Initial$4,305,342No comparison4SEC filing
Dec 5, 2014Initial$3,653,703No comparison4SEC filing
Nov 1, 2013Amendment$3,599,586$884,329vs Mar 15, 20114SEC filing
Mar 15, 2011Initial$2,715,257No comparison4SEC filing

Offering details

Securities
Other
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-320205
Limited Partnership interests

Source: Form D, filed Sep 22, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Steve Friedman Director, Executive
Steven Friedman Director, Executive
Kalo Capital Management, Llc Kalo Capital Management, Llc Director, Executive
Kalo, Llc Kalo, Llc Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
12526 High Bluff Drive Suite 300
San Diego, CA, 92130