0001342577-21-000001.txt : 20210723
0001342577-21-000001.hdr.sgml : 20210723
20210723163538
ACCESSION NUMBER: 0001342577-21-000001
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06b
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(1)
FILED AS OF DATE: 20210723
DATE AS OF CHANGE: 20210723
EFFECTIVENESS DATE: 20210723
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY LP
CENTRAL INDEX KEY: 0001342577
IRS NUMBER: 364124607
STATE OF INCORPORATION: NV
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-82671
FILM NUMBER: 211111286
BUSINESS ADDRESS:
STREET 1: 115 S. LASALLE ST.
STREET 2: 27TH FLOOR
CITY: CHICAGO
STATE: IL
ZIP: 60603
BUSINESS PHONE: 312-334-7300
MAIL ADDRESS:
STREET 1: 115 S. LASALLE ST.
STREET 2: 27TH FLOOR
CITY: CHICAGO
STATE: IL
ZIP: 60603
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001342577
NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY LP
71 S WACKER DR.
SUITE 1860
CHICAGO
IL
ILLINOIS
60606
312-334-7300
NEVADA
None
None
Limited Partnership
true
Mitchell
A
Kovitz
71 S WACKER DR.
SUITE 1860
Chicago
IL
ILLINOIS
6060
Executive Officer
Director
Promoter
Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.
Marc
S
Brenner
71 S WACKER DR.
SUITE 1860
Chicago
IL
ILLINOIS
60606
Executive Officer
Director
Promoter
Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.
Jonathan
A
Shapiro
71 S WACKER DR
SUITE 1860
Chicago
IL
ILLINOIS
60606
Executive Officer
Director
Promoter
Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.
Bruce
A
Weininger
71 S WACKER DR
SUITE 1860
Chicago
IL
ILLINOIS
60606
Executive Officer
Director
Promoter
Executive Officer of Kovitz Investment Group Partners, LLC, General Partner and Investment Manager of the Issuer.
Pooled Investment Fund
Hedge Fund
false
Decline to Disclose
- 06b
- 3C
- 3C.1
true
0001342577-20-000001
1997-01-02
true
true
false
0
Kovitz Securities, LLC
129878
None
None
71 S WACKER DR.
SUITE 1860
CHICAGO
IL
ILLINOIS
60606
AL
ALABAMA
AZ
ARIZONA
AR
ARKANSAS
CA
CALIFORNIA
CO
COLORADO
CT
CONNECTICUT
DE
DELAWARE
DC
DISTRICT OF COLUMBIA
FL
FLORIDA
GA
GEORGIA
HI
HAWAII
IL
ILLINOIS
IN
INDIANA
IA
IOWA
KS
KANSAS
KY
KENTUCKY
LA
LOUISIANA
ME
MAINE
MD
MARYLAND
MA
MASSACHUSETTS
MI
MICHIGAN
MN
MINNESOTA
MS
MISSISSIPPI
MO
MISSOURI
MT
MONTANA
NE
NEBRASKA
NV
NEVADA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
NM
NEW MEXICO
NY
NEW YORK
NC
NORTH CAROLINA
OH
OHIO
OK
OKLAHOMA
OR
OREGON
PA
PENNSYLVANIA
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
TN
TENNESSEE
TX
TEXAS
UT
UTAH
VA
VIRGINIA
WA
WASHINGTON
WV
WEST VIRGINIA
WI
WISCONSIN
WY
WYOMING
false
Indefinite
136662334
Indefinite
The "Total Amount Sold" is a rough estimate of the amount of interests sold since the inception of the Offering, and is gross of investor redemptions.
false
210
1115874
true
14000
true
Figures are estimates of pmts made since inception, by GP to its employees, who were also agents of Kovitz Securities, LLC, a bd that was under common ownership w/GP and was terminated in Dec 2020, and to 3rd parties who have referred investors to Issuer.
7259432
true
Customary advisory fees are paid by the Issuer to the GP pursuant to the Issuer's offering materials. The above is a rough estimate of advisory fees paid to the GP since the inception of the Offering.
false
NEW MILLENNIUM FUNDAMENTAL HEDGED EQUITY LP
Jeremy Wilson
Jeremy Wilson
CCO, Kovitz Investment Group Partners, LLC, G.P. of Issuer
2021-07-23