Form D · Hedge Fund
1607 Capital Tax Advantaged Fund, LP\DE
Richmond, VA · CIK 0001753847
Offering snapshot reported Feb 9, 2026 · SEC filing
- Reported sold
- $178M Indefinite offering
- Investors reported
- 57 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Sep 14, 2018 As reported in this filing
Fundraising history
Reported soldDates 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$178,241,625 → $178,341,625
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 9, 2026 | Amendment | $178,341,625 | $100,000vs Feb 7, 2025 | 57 | SEC filing |
| Feb 7, 2025 | Amendment | $178,241,625 | $8,850,000vs Feb 7, 2024 | 57 | SEC filing |
| Feb 7, 2024 | Amendment | $169,391,625 | $15,428,045vs Feb 7, 2023 | 55 | SEC filing |
| Feb 7, 2023 | Amendment | $153,963,580 | $4,825,000vs Oct 4, 2022 | 51 | SEC filing |
| Oct 4, 2022 | Amendment | $149,138,580 | $10,520,000vs Sep 22, 2021 | 50 | SEC filing |
| Sep 22, 2021 | Amendment | $138,618,580 | $20,224,771vs Sep 24, 2020 | 47 | SEC filing |
| Sep 24, 2020 | Amendment | $118,393,809 | $29,877,694vs Sep 26, 2019 | 44 | SEC filing |
| Sep 26, 2019 | Amendment | $88,516,115 | $83,447,354vs Oct 1, 2018 | 40 | SEC filing |
| Oct 1, 2018 | Initial | $5,068,761 | No comparison | 15 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-322474
Source: Form D, filed Feb 9, 2026. 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.
| Name | Reported role |
|---|---|
| Charles Burkhardt | Director |
| Shannon Fake | Director, Executive |
| Bryan Huntley | Director, Executive |
| Ashley Long | Director |
| Christopher Mackay | Director, Executive |
| James Mallory | Director, Executive |
| Kevin Rutherford | Executive |
| Kirk Tattersall | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
13 S. 13 Th Street, Suite 400
Richmond, VA, 23219
Richmond, VA, 23219