Form D · Hedge Fund
ADVISORY RESEARCH INTERNATONAL VALUE FUND LP
Chicago, IL · CIK 0001455870
Offering snapshot reported Jan 6, 2021 · SEC filing
- Reported sold
- $188M Indefinite offering
- Investors reported
- 175 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Jan 1, 2006 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 6, 2021 | Amendment | $187,586,033 | $0vs Jan 6, 2020 | 175 | SEC filing |
| Jan 6, 2020 | Amendment | $187,586,033 | $0vs Jan 4, 2019 | 175 | SEC filing |
| Jan 4, 2019 | Amendment | $187,586,033 | $0vs Jan 4, 2018 | 175 | SEC filing |
| Jan 4, 2018 | Amendment | $187,586,033 | $0vs Jan 9, 2017 | 175 | SEC filing |
| Jan 9, 2017 | Amendment | $187,586,033 | $525,000vs Jan 8, 2016 | 175 | SEC filing |
| Jan 8, 2016 | Amendment | $187,061,033 | $300,000vs Jan 9, 2015 | 172 | SEC filing |
| Jan 9, 2015 | Amendment | $186,761,033 | $0vs Jan 9, 2015 | 170 | SEC filing |
| Jan 9, 2015 | Amendment | $186,761,033 | $497,000vs Jan 23, 2014 | 170 | SEC filing |
| Jan 23, 2014 | Amendment | $186,264,033 | $3,890,000vs Jan 22, 2013 | 168 | SEC filing |
| Jan 22, 2013 | Amendment | $182,374,033 | $3,765,289vs Jan 23, 2012 | 166 | SEC filing |
| Jan 23, 2012 | Amendment | $178,608,744 | $3,354,587vs Jan 26, 2011 | 164 | SEC filing |
| Jan 26, 2011 | Amendment | $175,254,157 | $2,040,515vs Feb 10, 2010 | 162 | SEC filing |
| Feb 10, 2010 | Amendment | $173,213,642 | No comparison | 159 | 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
- 021-126766
Source: Form D, filed Jan 6, 2021. 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
ADVISORY RESEARCH INTERNATIONAL VALUE FUND, L.P.
Investment adviser: ADVISORY RESEARCH INC
- Gross asset value
- $0
- Beneficial owners
- 0
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 31, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
TOPEL FORMAN, L.L.C.
PCAOB 5181
Filing source
Form ADV 1624688 · Mar 31, 2022 · Schedule D 7.B.(1), fund 805-2954542756
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.
| Name | Reported role |
|---|---|
| Heather Calby | Executive |
| Tim Carter | Executive |
| Timothy L. Carter | Executive |
| Christopher Crawshaw | Director, Executive |
| Jim Cunnane | Director, Executive |
| Ellen Freeman | Director |
| John Gallop | Director |
| David B. Heller | Executive |
| Cari Ann Hopfensperger | Executive |
| Laura Moret | Executive |
| Brien O'brien | Director |
| Debbra Schoneman | Director |
| Thomas Smith | Director |
| Susan Steiner | Executive |
| Matthew Swaim | Director |
| Bruce Zessar | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60601