Form D · Hedge Fund

BETZWOOD PARTNERS LP

Bala Cynwyd, PA · CIK 0001460384

Offering snapshot reported Jan 31, 2013 · SEC filing

Reported sold: $25M
Investors reported: 10
Minimum accepted: $500K
First sale: Mar 13, 2009

Fundraising history

Reported sold

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 investors7 → 10

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 31, 2013	Amendment	$25,000,000	$0vs May 27, 2011	10	SEC filing
May 27, 2011	Amendment	$25,000,000	$0vs May 26, 2011	7	SEC filing
May 26, 2011	Initial	$25,000,000	No comparison	8	SEC filing
Mar 16, 2010	Initial	$800,000	No comparison	4	SEC filing
Mar 16, 2009	Paper	Not reported	No comparison	Not reported

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-160429

Source: Form D, filed Jan 31, 2013. 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

BETZWOOD PARTNERS, LP

Investment adviser: BETZWOOD MANAGEMENT COMPANY, LLC

Gross asset value: $26.7M
Beneficial owners: 12
ADV minimum commitment: $500K

Reported in Form ADV on Mar 14, 2013. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MICHAEL LICCAR & CO. CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor GRANT THORNTON PHILADELPHIA, Pennsylvania, United States

Custodian GOLDMAN SACHS EXECUTION & CLEARING, L.P. NEW YORK, New York, United States Related to adviser: No

Prime broker WELLS FARGO PRIME SERVICES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526

WELLS FARGO PRIME SERVICES, LLC
CRD 133068 · SEC 8-66677

Filing source

Form ADV 699229 · Mar 14, 2013 · Schedule D 7.B.(1), fund 805-2839390475

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.

People and organizations reported in Form D filings
Name	Reported role
David K Sung	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

401 City Ave Suite 815
Bala Cynwyd, PA, 19004