Form D · Hedge Fund

Kudzu Fund, L.P.

Crozet, VA · CIK 0001461999

Offering snapshot reported Nov 30, 2023 · SEC filing

Reported sold: $26.4M
Investors reported: 35
Minimum accepted: $29K
First sale: Jun 1, 2009

Fundraising history

Reported sold

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.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 30, 2023	Amendment	$26,434,107	$0vs Dec 1, 2022	35	SEC filing
Dec 1, 2022	Amendment	$26,434,107	$8,356,865vs Nov 30, 2021	35	SEC filing
Nov 30, 2021	Amendment	$18,077,242	-$7,614,961vs Jun 28, 2016	35	SEC filing
Jun 28, 2016	Amendment	$25,692,203	$4,632,469vs May 14, 2010	39	SEC filing
May 14, 2010	Amendment	$21,059,734	$17,809,734vs Apr 27, 2009	33	SEC filing
Apr 27, 2009	Amendment	$3,250,000	No comparison	Not reported	SEC filing
Apr 17, 2009	Initial	$250,000	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-130337

Source: Form D, filed Nov 30, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

KUDZU FUND, LP

Investment adviser: FORECAST INSTITUTE, LLC

Gross asset value: $8.38M
Beneficial owners: 16
ADV minimum commitment: $250K

Reported in Form ADV on Aug 17, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 1669654 · Aug 17, 2022 · Schedule D 7.B.(1), fund 805-5252441216

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

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
Name	Reported role
N/A N/A Global Market Math, Llc	Executive, Promoter
Robert M. Shaw	Director, Executive, Promoter
N/A N/A The Forecast Institute, Llc	Executive, Promoter
Robert L. Vislocky	Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1535 Mint Springs Rd
Crozet, VA, 22932