Form D · Other Investment Fund

Altegris Winton Futures Fund, L.P.

San Juan Capistrano, CA · CIK 0001198415

Offering snapshot reported Nov 21, 2024 · SEC filing

Reported sold
$1.34B
Indefinite offering
Investors reported
263
Form D · investor count
Minimum accepted
$3K
Reported outside-investor minimum
First sale
Nov 3, 1999
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$671M$1.34BMay 8, 2009: $441,766,471.00May 8, 2009Nov 27, 2009: $608,245,021.00Sep 14, 2010: $770,133,813.00May 3, 2011: $874,519,363.00May 2, 2012: $1,138,530,482.00May 8, 2013: $1,216,499,177.00Oct 28, 2013: $1,258,294,442.00Feb 3, 2015: $1,290,075,154.00Jul 10, 2015: $1,308,687,386.00Aug 5, 2016: $1,322,849,010.00Feb 6, 2017: $1,336,934,335.00Sep 19, 2017: $1,338,320,129.00Oct 12, 2018: $1,340,399,650.00Oct 17, 2019: $1,341,099,318.00Nov 10, 2020: $1,341,661,491.00Nov 9, 2021: $1,341,661,491.00Nov 9, 2022: $1,341,661,491.00Nov 7, 2023: $1,341,661,491.00Nov 21, 2024: $1,341,661,491.00Nov 21, 2024

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.

  • Reported investors12,792 → 263

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 21, 2024Amendment$1,341,661,491$0vs Nov 9, 2022263SEC filing
Nov 7, 2023Amendment$1,341,661,491$0vs Nov 9, 2022325SEC filing
Nov 9, 2022Amendment$1,341,661,491$0vs Nov 9, 202112,792SEC filing
Nov 9, 2021Amendment$1,341,661,491$0vs Nov 10, 202012,792SEC filing
Nov 10, 2020Amendment$1,341,661,491$562,173vs Oct 17, 201912,792SEC filing
Oct 17, 2019Amendment$1,341,099,318$699,668vs Oct 12, 201812,788SEC filing
Oct 12, 2018Amendment$1,340,399,650$2,079,521vs Sep 19, 201712,787SEC filing
Sep 19, 2017Amendment$1,338,320,129$1,385,794vs Feb 6, 201712,754SEC filing
Feb 6, 2017Amendment$1,336,934,335$14,085,325vs Aug 5, 201612,889SEC filing
Aug 5, 2016Amendment$1,322,849,010$14,161,624vs Jul 10, 201512,648SEC filing
Jul 10, 2015Amendment$1,308,687,386$18,612,232vs Feb 3, 201512,648SEC filing
Feb 3, 2015Amendment$1,290,075,154$73,575,977vs May 8, 201312,535SEC filing
Oct 28, 2013Amendment$1,258,294,442$41,795,265vs May 8, 201315,128SEC filing
May 8, 2013Amendment$1,216,499,177$77,968,695vs May 2, 201213,801SEC filing
May 2, 2012Amendment$1,138,530,482$264,011,119vs May 3, 201112,893SEC filing
May 3, 2011Amendment$874,519,363$104,385,550vs Sep 14, 201010,489SEC filing
Sep 14, 2010Amendment$770,133,813$161,888,792vs Nov 27, 20098,743SEC filing
Nov 27, 2009Amendment$608,245,021$166,478,550vs May 8, 20095,674SEC filing
May 8, 2009Initial$441,766,471No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$2.4M
Finders' fees
$0
Form D file number
021-49060

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
American Independent Securities Group, LLC000135288
American Portfolios Financial Services, Inc.000018487
Ameriprise Financial Services, Inc.000006363
Arete Wealth Management LLC000044856
B. RILEY WEALTH MANAGEMENT000002543
Calton & Associates Inc000020999
Cambridge Investment Research Inc000039543
Cetera Advisor Networks LLC (FNIC)000013572
Cetera Advisors LLC (Multi-Fincl)000010299
Commonwealth Financial Network000008032
Concorde Investment Services, LLC000151604
DFPG Investments Inc000155576
HIGHTOWER SECURITIES, LLC000116681
Kestra Investment Services, LLC000042046
Kovack Securities Inc.000044848
Lincoln Investment000000519
LPL Financial000006413
Madison Avenue Securities LLC000023224
MML Investors Services, LLC000010409
Money Concepts Capital Corp000012963
Mutual Securities, Inc.000013092
Next Financial Group, Inc.000046214
OSAIC WEALTH, INC.000023131
SCF Securities, Inc.000047275
Spire Securities, LLC000144131
Stifel, Nicolaus & Company, Incorporated000000793
Sunbelt Securities, Inc.000042180
The Strategic Financial Alliance, Inc.000126514
Voya Financial Advisors, Inc.000002882
Wells Fargo Advisors Financial Network, LLC000011025
Western International Securities, Inc.000039262

Source: Form D, filed Nov 21, 2024. 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
N/A Altegris Advisors, Llc Promoter
N/A Altegris Portfolio Management Inc Promoter
Robert J Amedeo Executive
Martin I Beaulieu Executive
Kenneth I. Mc Guire Executive
Matthew C Osborne Executive
Richard G Pfister Executive
Jack L. Rivkin Executive
Jon C Sundt Executive
J On C Sundt Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
31103 Rancho Viejo Rd. Ste. D3 Pmb 312
San Juan Capistrano, CA, 92675-1759