Form D · Hedge Fund
Benchmark Plus Overseas Institutional Partners Ltd
Tortola, D8 · CIK 0001404242
Offering snapshot reported Apr 7, 2025 · SEC filing
- Reported sold
- $1.91B Indefinite offering
- Investors reported
- 38 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Aug 1, 2004 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 7, 2025 | Amendment | $1,912,841,117 | $0vs Apr 9, 2024 | 38 | SEC filing |
| Apr 9, 2024 | Amendment | $1,912,841,117 | $0vs Apr 7, 2023 | 38 | SEC filing |
| Apr 7, 2023 | Amendment | $1,912,841,117 | $0vs Apr 8, 2022 | 38 | SEC filing |
| Apr 8, 2022 | Amendment | $1,912,841,117 | $500,000vs Apr 9, 2021 | 38 | SEC filing |
| Apr 9, 2021 | Amendment | $1,912,341,117 | No comparison | Not reported | SEC filing |
| Apr 9, 2020 | Amendment | $1,877,341,117 | $0vs Apr 12, 2019 | 38 | SEC filing |
| Apr 12, 2019 | Amendment | $1,877,341,117 | $300,000,000vs Mar 6, 2018 | 38 | SEC filing |
| Mar 6, 2018 | Amendment | $1,577,341,117 | $0vs Mar 13, 2017 | 37 | SEC filing |
| Mar 13, 2017 | Amendment | $1,577,341,117 | $0vs Mar 14, 2016 | 37 | SEC filing |
| Mar 14, 2016 | Amendment | $1,577,341,117 | $0vs Mar 16, 2015 | 37 | SEC filing |
| Mar 16, 2015 | Amendment | $1,577,341,117 | $3,300,000vs Mar 18, 2014 | 37 | SEC filing |
| Mar 18, 2014 | Amendment | $1,574,041,117 | $463,160,813vs Mar 15, 2011 | 37 | SEC filing |
| Mar 18, 2013 | Amendment | $1,571,041,117 | $460,160,813vs Mar 15, 2011 | 37 | SEC filing |
| Mar 16, 2012 | Amendment | $1,081,526,031 | -$29,354,273vs Mar 15, 2011 | 35 | SEC filing |
| Mar 15, 2011 | Amendment | $1,110,880,304 | -$173,575,696vs Mar 16, 2010 | 33 | SEC filing |
| Mar 16, 2010 | Amendment | $1,284,456,000 | No comparison | 30 | SEC filing |
| Jun 19, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $3.1M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-105013
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 (8/1/2004).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Grey Bassett, LLC | 148938 | |
| Confido Advisors, LLC | None | |
| VP Distributors, LLC | 3036 | |
| 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.
| Name | Reported role |
|---|---|
| Steven A. Carroll | Executive |
| John J. D'agostino | Director |
| Robert Ferguson | Executive |
| Scott Franzblau | Director, Executive |
| Ronan Guilfoyle | Director |
| Niall O'dowd | Director |
| Amber Ramsey | Director |
| Tammy Seymour | Director |
| Stephen R. Westphal | Director, Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Tortola, D8, 00000