Form D · Hedge Fund

Safer Equity Fund LP

Thornton, PA · CIK 0001551782

Offering snapshot reported Jun 12, 2025 · SEC filing

Reported sold: $47.5M
Investors reported: 92
Minimum accepted: $750K
First sale: Jul 1, 2014

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.

Minimum accepted$300,000 → $750,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 12, 2025	Amendment	$47,490,871	$0vs Apr 14, 2023	92	SEC filing
Apr 14, 2023	Amendment	$47,490,871	$3,070,000vs Apr 11, 2022	92	SEC filing
Apr 11, 2022	Amendment	$44,420,871	$1,037,027vs Apr 27, 2021	89	SEC filing
Apr 27, 2021	Amendment	$43,383,844	$2,288,474vs Apr 24, 2020	69	SEC filing
Apr 24, 2020	Amendment	$41,095,370	$1,044,451vs Apr 15, 2019	92	SEC filing
Apr 15, 2019	Amendment	$40,050,919	$14,354,436vs Apr 23, 2018	87	SEC filing
Apr 23, 2018	Amendment	$25,696,483	$0vs Apr 19, 2017	84	SEC filing
Apr 19, 2017	Amendment	$25,696,483	$20,550,530vs May 10, 2016	84	SEC filing
May 10, 2016	Amendment	$5,145,953	$2,715,953vs Jun 17, 2015	18	SEC filing
Jun 17, 2015	Initial	$2,430,000	No comparison	6	SEC filing
Apr 30, 2015	Amendment	$15,018,414	$5,490,638vs Jun 11, 2012	54	SEC filing
Jun 11, 2012	Initial	$9,527,776	No comparison	31	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-242005

Source: Form D, filed Jun 12, 2025. 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

BIG DIVIDEND HEDGE STRATEGY

Investment adviser: WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

Gross asset value: $74.8M
Beneficial owners: 76
ADV minimum commitment: $300K

Reported in Form ADV on Mar 26, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNER AMPER PHILADELPHIA, Pennsylvania, United States

Custodian KEY BANK EXTON, Pennsylvania, United States Related to adviser: No

Custodian PERSHING LLC BROOKLYN, New York, United States Related to adviser: No

Prime broker PERSHING LLC BROOKLYN, New York, United States

Provider details

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

EISNER AMPER
PCAOB 274

PERSHING LLC
SEC 8-17574

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 1854917 · Mar 26, 2024 · Schedule D 7.B.(1), fund 805-2388212845

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
Michael Dever	Director, Executive
Troy Logan	Executive
Randall A. Warren	Director, Executive
Clarence Warren	Director
Juanita Warren	Director
Austin Warren	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

381 Brinton Lake Road
Thornton, PA, 19373