Form D · Other Investment Fund
Altriarch Specialty Finance Fund, LP
Charleston, SC · CIK 0001989474
Offering snapshot reported Aug 14, 2026 · SEC filing
- Reported sold
- $155M Indefinite offering
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 10, 2023 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$65,015,000 → $154,595,960
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 14, 2026 | Amendment | $154,595,960 | $89,580,960vs Aug 15, 2025 | 19 | SEC filing |
| Aug 15, 2025 | Amendment | $65,015,000 | No comparison | Not reported | SEC filing |
| Aug 16, 2024 | Amendment | $35,515,000 | $15,515,000vs Aug 18, 2023 | 4 | SEC filing |
| Aug 18, 2023 | Initial | $20,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $56K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-490151
The recipient listed in Item 12 serves as a placement agent and is paid a percentage of the management and performance fees paid to the Investment Manager (or its affiliates) attributable to certain assets under management.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Old City Securities | 000171910 |
Source: Form D, filed Aug 14, 2026. 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
ALTRIARCH SPECIALTY FINANCE FUND, LP
Investment adviser: ALTRIARCH ASSET MANAGEMENT, LLC
- Gross asset value
- $125M
- Beneficial owners
- 27
- ADV minimum commitment
- $1M
Reported in Form ADV on Apr 30, 2026. 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
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
BDO USA LLP
PCAOB 243
OLD CITY CAPITAL
SEC 8-171910
Filing source
Form ADV 2101625 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-6725699611
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 |
|---|---|
| Altriarch Asset Management, Llc | Executive, Promoter |
| Altriarch Specialty Finance Fund Gp, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Charleston, SC, 29401