Form D · Hedge Fund

Broad Reach Financial Partners, LP

Bryn Mawr, PA · CIK 0001714650

Offering snapshot reported Oct 27, 2017 · SEC filing

Reported sold
$300K
Indefinite offering
Investors reported
2
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Oct 1, 2017
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 27, 2017Initial$300,000No comparison2SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-297571
None.

Source: Form D, filed Oct 27, 2017. 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

BROAD REACH FINANCIAL PARTNERS, LP

Investment adviser: SPOUTING ROCK ASSET MANAGEMENT, LLC

Gross asset value
$1.85M
Beneficial owners
3
ADV minimum commitment
$250K

Reported in Form ADV on Dec 11, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE NOTTINGHAM COMPANY ROCKY MOUNT, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SANVILLE & COMPANY ABINGTON, Pennsylvania, United States
Custodian UMB BANK KANSAS CITY, Missouri, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SANVILLE & COMPANY
PCAOB 169

Filing source

Form ADV 1257139 · Dec 11, 2018 · Schedule D 7.B.(1), fund 805-7697153664

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
NameReported role
Blakely Chapman Page Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
925 W. Lancaster Avenue Suite 250
Bryn Mawr, PA, 19010