Form D · Hedge Fund
ANCHOR CAPITAL PARTNERS I LP
Chicago, IL · CIK 0001178694
Offering snapshot reported Feb 7, 2017 · SEC filing
- Reported sold
- $15.8M Indefinite offering
- Investors reported
- 101 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 3, 2002 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$15,844,695 → $15,845,695
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 7, 2017 | Amendment | $15,845,695 | $1,000vs Feb 2, 2016 | 101 | SEC filing |
| Feb 2, 2016 | Amendment | $15,844,695 | $0vs Feb 13, 2015 | 101 | SEC filing |
| Feb 13, 2015 | Amendment | $15,844,695 | $400,000vs Feb 6, 2014 | 101 | SEC filing |
| Feb 6, 2014 | Amendment | $15,444,695 | $384,695vs Feb 6, 2013 | 101 | SEC filing |
| Feb 6, 2013 | Amendment | $15,060,000 | $2,600,000vs Feb 6, 2012 | 50 | SEC filing |
| Feb 6, 2012 | Amendment | $12,460,000 | $500,000vs Feb 3, 2011 | 95 | SEC filing |
| Feb 3, 2011 | Amendment | $11,960,000 | $260,000vs Feb 4, 2010 | 93 | SEC filing |
| Feb 4, 2010 | Amendment | $11,700,000 | $1,700,000vs Feb 5, 2009 | 91 | SEC filing |
| Feb 5, 2009 | Amendment | $10,000,000 | No comparison | Not reported | SEC filing |
| Jul 15, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $262K (estimated)
- Finders' fees
- $3K (estimated)
- Form D file number
- 021-46509
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.
Figures are rough estimates of pmts made, since inception, by General Partner (GP) to its employees, who are also agents of Kovitz Securities, LLC, a broker-dealer under common ownership w/ GP, and to 3rd parties who have referred investors to Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Kovitz Securities, LLC | 129878 |
Source: Form D, filed Feb 7, 2017. 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
ANCHOR CAPITAL PARTNERS I, L.P.
Investment adviser: NORTHCOAST ASSET MANAGEMENT LLC
- Gross asset value
- $17.9M
- Beneficial owners
- 39
- ADV minimum commitment
- $250K
Reported in Form ADV on Jun 22, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US, LLP
PCAOB 49
PERSHING LLC
SEC 8-17574
COWEN EXECUTION SERVICES LLC
CRD 35693 · SEC 8-46838
Filing source
Form ADV 1225357 · Jun 22, 2018 · Schedule D 7.B.(1), fund 805-6581241550
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 |
|---|---|
| Marc S Brenner | Director, Executive, Promoter |
| Mitchell A Kovitz | Director, Executive, Promoter |
| Jonathan A Shapiro | Director, Executive, Promoter |
| Bruce A Weininger | Director, Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60603