Form D · Hedge Fund

Benchmark Plus Institutional Partners, L.L.C.

Tacoma, WA · CIK 0001406958

Offering snapshot reported Apr 7, 2025 · SEC filing

Reported sold
$623M
Indefinite offering
Investors reported
58
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jun 1, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$899M$1.8BMar 16, 2010: $1,798,957,791.00Mar 16, 2010Mar 15, 2011: $1,425,986,870.00Mar 16, 2012: $1,384,945,164.00Mar 18, 2013: $595,609,373.00Mar 17, 2014: $600,062,215.00Mar 16, 2015: $602,184,923.00Mar 14, 2016: $602,516,129.00Mar 13, 2017: $603,882,129.00Mar 6, 2018: $603,957,129.00Apr 12, 2019: $605,881,538.00Apr 9, 2020: $606,131,538.00Apr 9, 2021: $607,381,538.00Apr 8, 2022: $614,760,243.00Apr 7, 2023: $618,562,133.00Apr 9, 2024: $622,389,023.00Apr 7, 2025: $623,339,023.00Apr 7, 2025

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$622,389,023 → $623,339,023

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 7, 2025Amendment$623,339,023$950,000vs Apr 9, 202458SEC filing
Apr 9, 2024Amendment$622,389,023$3,826,890vs Apr 7, 202358SEC filing
Apr 7, 2023Amendment$618,562,133$3,801,890vs Apr 8, 202258SEC filing
Apr 8, 2022Amendment$614,760,243$7,378,705vs Apr 9, 202156SEC filing
Apr 9, 2021Amendment$607,381,538$1,250,000vs Apr 9, 202056SEC filing
Apr 9, 2020Amendment$606,131,538$250,000vs Apr 12, 201956SEC filing
Apr 12, 2019Amendment$605,881,538$1,924,409vs Mar 6, 201856SEC filing
Mar 6, 2018Amendment$603,957,129$75,000vs Mar 13, 201756SEC filing
Mar 13, 2017Amendment$603,882,129$1,366,000vs Mar 14, 201656SEC filing
Mar 14, 2016Amendment$602,516,129$331,206vs Mar 16, 201556SEC filing
Mar 16, 2015Amendment$602,184,923$2,122,708vs Mar 17, 201456SEC filing
Mar 17, 2014Amendment$600,062,215-$825,924,655vs Mar 15, 201156SEC filing
Mar 18, 2013Amendment$595,609,373-$830,377,497vs Mar 15, 201156SEC filing
Mar 16, 2012Amendment$1,384,945,164-$41,041,706vs Mar 15, 201156SEC filing
Mar 15, 2011Amendment$1,425,986,870-$372,970,921vs Mar 16, 201056SEC filing
Mar 16, 2010Amendment$1,798,957,791No comparison56SEC filing
Jun 19, 2007PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$113K (estimated)
Finders' fees
$0
Form D file number
021-106021
The reported amount sold and number of investors represents contributions by all investors in the fund since inception. The current assets under management and current number of investors may be significantly different.
The reported sales commissions represent the estimated amounts paid directly or indirectly to all persons in connection with sales of securities since the commencement of the offering (6/1/2004).

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Clearing Corp.28432

Source: Form D, filed Apr 7, 2025. 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
Steven A. Carroll Executive
Robert Ferguson Executive
Scott Franzblau Executive
Stephen R. Westphal Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
820 A Street Suite 700
Tacoma, WA, 98402