Waverly Opportunity Fund II, LP
Waverly Opportunity Fund II, LP is a hedge fund based in Birmingham, Alabama. According to its most recent Form D, filed Oct 4, 2024, the fund has sold $43,785,000 of interests to 78 investors since its first sale in Jan 2018. The minimum investment it accepts from an outside investor is $250,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Scott Craig.
- Total raised
- $43,785,000Cumulative sales reported on Form D
- Investors
- 78
- First sale
- Jan 1, 2018
- Minimum investment
- $250,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Scott Craig
- Latest Form D
- Oct 4, 2024
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures
Size compared with every hedge fund
Raised more than 58% of the 26 hedge funds based in Alabama, and more than 43% of all 10,157 that report sales.