Form D · Hedge Fund

BW PRIVATE INVESTORS, LLC

New York, NY · CIK 0001440590

Offering snapshot reported Apr 23, 2026 · SEC filing

Reported sold
$864M
Indefinite offering
Investors reported
613
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jul 1, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$432M$864MJul 17, 2008Dec 6, 2011: $269,352,000.00Dec 10, 2012: $379,221,000.00Dec 6, 2013: $483,630,000.00Dec 5, 2014: $557,435,000.00Dec 7, 2015: $714,021,000.00Dec 7, 2016: $735,081,000.00Dec 6, 2017: $784,516,000.00Dec 6, 2018: $793,218,000.00Dec 6, 2019: $823,553,000.00Dec 3, 2020: $828,542,000.00Dec 3, 2021: $837,492,000.00Dec 5, 2022: $842,792,000.00Dec 5, 2023: $845,467,000.00Dec 5, 2024: $846,682,000.00Dec 4, 2025: $860,375,000.00Apr 23, 2026: $864,275,000.00Apr 23, 2026

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 sold$860,375,000 → $864,275,000
  • Reported investors608 → 613

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2026Amendment$864,275,000$3,900,000vs Dec 4, 2025613SEC filing
Dec 4, 2025Amendment$860,375,000$13,693,000vs Dec 5, 2024608SEC filing
Dec 5, 2024Amendment$846,682,000$1,215,000vs Dec 5, 2023596SEC filing
Dec 5, 2023Amendment$845,467,000$2,675,000vs Dec 5, 2022591SEC filing
Dec 5, 2022Amendment$842,792,000$5,300,000vs Dec 3, 2021585SEC filing
Dec 3, 2021Amendment$837,492,000$8,950,000vs Dec 3, 2020581SEC filing
Dec 3, 2020Amendment$828,542,000$4,989,000vs Dec 6, 2019575SEC filing
Dec 6, 2019Amendment$823,553,000$30,335,000vs Dec 6, 2018571SEC filing
Dec 6, 2018Amendment$793,218,000$8,702,000vs Dec 6, 2017564SEC filing
Dec 6, 2017Amendment$784,516,000$49,435,000vs Dec 7, 2016504SEC filing
Dec 7, 2016Amendment$735,081,000$21,060,000vs Dec 7, 2015449SEC filing
Dec 7, 2015Amendment$714,021,000$156,586,000vs Dec 5, 2014425SEC filing
Dec 5, 2014Amendment$557,435,000$73,805,000vs Dec 6, 2013508SEC filing
Dec 6, 2013Amendment$483,630,000$214,278,000vs Dec 6, 2011392SEC filing
Dec 10, 2012Amendment$379,221,000$109,869,000vs Dec 6, 2011256SEC filing
Dec 6, 2011Amendment$269,352,000No comparison164SEC filing
Jul 17, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$207K
Finders' fees
$0
Form D file number
021-120497

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Securities LLC79

Source: Form D, filed Apr 23, 2026. 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

BW PRIVATE INVESTORS, LLC

Investment adviser: J.P. MORGAN PRIVATE INVESTMENTS INC.

Gross asset value
$56.6M
Beneficial owners
48
ADV minimum commitment
$500K

Reported in Form ADV on Jun 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator JPMORGAN CHASE BANK, N.A. (HEDGE FUND SERVICES) BOSTON, Massachusetts, United States Investor statements: No (provided to no investors) Related to adviser: Yes
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: Yes
Marketer J.P. MORGAN BANK SE LUXEMBOURG, Luxembourg Related to adviser: Yes
Marketer J.P. MORGAN BANK SE, LONDON BRANCH LONDON, United Kingdom Related to adviser: Yes
Marketer J.P. MORGAN BANK SE, MADRID BRANCH MADRID, Spain Related to adviser: Yes
Marketer J.P. MORGAN BANK SE, MILAN BRANCH MILAN, Italy Related to adviser: Yes
Marketer J.P. MORGAN CHASE BANK N.A. - HONG KONG BRANCH HONG KONG, Hong Kong Related to adviser: Yes
Marketer J.P. MORGAN CHASE BANK, N.A. PARIS PARIS, France Related to adviser: Yes
Marketer J.P. MORGAN CHASE BANK, N.A. SINGAPORE SINGAPORE, Singapore Related to adviser: Yes
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer J.P. MORGAN SE, FRANKFURT BRANCH FRANKFURT, Germany Related to adviser: Yes
Marketer J.P. MORGAN SE, LUXEMBOURG BRANCH LUXEMBOURG, Luxembourg Related to adviser: Yes
Marketer J.P. MORGAN (SUISSE) SA GENEVA, Switzerland Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Filing source

Form ADV 2114545 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-1183905109

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
Seth Bernstein Director
Michael Chiaravalloti Director
Margaret Conklin Director, Executive
Christopher Faricelli Executive
Glenn Hill Director, Executive
N/A J.P. Morgan Private Investments Inc. Executive
Jote Kassa Director
Robert Klein Director
Thomas Mc Graw Director
Mark Padley Director
Laura Pantaleo Director
Mary Savino Director
Shideh Theunissen Director
James Walker Director
David Wezdenko Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
270 Park Avenue
New York, NY, 10017