Form D · Hedge Fund

Applied Trend Research Partners, LP

Richmond, VA · CIK 0001567643

Offering snapshot reported Aug 14, 2018 · SEC filing

Reported sold
$895K
Indefinite offering
Investors reported
9
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$448K$895KJan 23, 2013Mar 11, 2013: $119,990.00May 15, 2014: $495,000.00Jul 20, 2015: $745,000.00Aug 9, 2016: $795,000.00Aug 9, 2017: $895,000.00Aug 14, 2018: $895,000.00Aug 14, 2018

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 sold$795,000 → $895,000
  • Minimum accepted$0 → $250,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 14, 2018Amendment$895,000$100,000vs Aug 9, 20169SEC filing
Aug 9, 2017Amendment$895,000$100,000vs Aug 9, 20169SEC filing
Aug 9, 2016Amendment$795,000$50,000vs Jul 20, 20159SEC filing
Jul 20, 2015Amendment$745,000$250,000vs May 15, 20149SEC filing
May 15, 2014Amendment$495,000$375,010vs Mar 11, 20136SEC filing
Mar 11, 2013Amendment$119,990No comparison1SEC filing
Feb 19, 2013AmendmentYet to sellNo comparison0SEC filing
Jan 23, 2013InitialYet to sellNo comparison0SEC 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
021-190660

Source: Form D, filed Aug 14, 2018. 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 Applied Trend Research, Llc Promoter
Andrew C Slay Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3902 Rosedale Ave
Richmond, VA, 23227