Form D · Hedge Fund
Birch Grove Credit Strategies Fund Ltd.
Grand Cayman, E9 · CIK 0001590732
Offering snapshot reported Feb 18, 2025 · SEC filing
- Reported sold
- $478M Indefinite offering
- Investors reported
- 39 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Aug 1, 2013 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 |
|---|---|---|---|---|---|
| Feb 18, 2025 | Amendment | $478,259,896 | $0vs Feb 16, 2024 | 39 | SEC filing |
| Feb 16, 2024 | Amendment | $478,259,896 | $10,000,000vs Feb 17, 2023 | 39 | SEC filing |
| Feb 17, 2023 | Amendment | $468,259,896 | $80,144,460vs Feb 18, 2022 | 39 | SEC filing |
| Feb 18, 2022 | Amendment | $388,115,436 | $16,750,000vs Feb 19, 2021 | 39 | SEC filing |
| Feb 19, 2021 | Amendment | $371,365,436 | $10,225,000vs Feb 21, 2020 | 39 | SEC filing |
| Feb 21, 2020 | Amendment | $361,140,436 | $700,000vs Feb 22, 2019 | 39 | SEC filing |
| Feb 22, 2019 | Amendment | $360,440,436 | $5,316,435vs Feb 22, 2018 | 39 | SEC filing |
| Feb 22, 2018 | Amendment | $355,124,001 | $750,000vs Feb 22, 2017 | 31 | SEC filing |
| Feb 22, 2017 | Amendment | $354,374,001 | $157,785,309vs Feb 14, 2014 | 29 | SEC filing |
| Feb 22, 2016 | Amendment | $254,540,454 | $57,951,762vs Feb 14, 2014 | 25 | SEC filing |
| Feb 20, 2015 | Amendment | $272,606,175 | $76,017,483vs Feb 14, 2014 | 25 | SEC filing |
| Feb 20, 2014 | Amendment | $216,588,692 | $20,000,000vs Feb 14, 2014 | 15 | SEC filing |
| Feb 14, 2014 | Initial | $196,588,692 | No comparison | 15 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $2.99M
- Finders' fees
- $0
- Form D file number
- 021-211951
Sales commissions paid by the fund reduce management fees charged to investors by an equivalent amount.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Edgeline Capital, LLC | 000152774 | |
| OPPENHEIMER & CO. INC. | 000000249 | |
| Boomerang Capital LLC | 000120313 |
Source: Form D, filed Feb 18, 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
BIRCH GROVE CREDIT STRATEGIES FUND LTD.
Investment adviser: THIRD POINT LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on May 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2102751 · May 1, 2026 · Schedule D 7.B.(1), fund 805-1254007537
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.
| Name | Reported role |
|---|---|
| Jonathan Berger | Director |
| Birch Grove Capital Lp | Promoter |
| Brian Burkholder | Director |
| Richard H. Coles | Director |
| Andrew A. Fink | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Grand Cayman, E9, KY1-1104