Form D · Hedge Fund

Phoenix Systematic Alpha, LP

Scottsdale, AZ · CIK 0001620256

Offering snapshot reported Feb 19, 2020 · SEC filing

Reported sold
$17.9M
Indefinite offering
Investors reported
46
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 4, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.93M$17.9MSep 23, 2014: $1,650,000.00Sep 23, 2014Sep 23, 2014: $1,650,000.00Jul 20, 2018: $1,650,000.00Jul 20, 2018Jul 23, 2018: $17,862,553.00Feb 19, 2020: $17,862,553.00Feb 19, 2020

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.

  • Minimum accepted$50,000 → $250,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 19, 2020Amendment$17,862,553$0vs Jul 23, 201846SEC filing
Jul 23, 2018Amendment$17,862,553$16,212,553vs Jul 20, 201846SEC filing
Jul 20, 2018Amendment$1,650,000$0vs Sep 23, 20144SEC filing
Sep 23, 2014Initial$1,650,000No comparison4SEC filing
Sep 23, 2014Amendment$1,650,000$0vs Sep 23, 20144SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-225184

Source: Form D, filed Feb 19, 2020. 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
Jordan Causer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6910 E. 5 Th Ave.
Scottsdale, AZ, 85251