Form D · Hedge Fund

BW PRIVATE INVESTORS OFFSHORE, LTD.

Grand Cayman, E9 · CIK 0001440620

Offering snapshot reported Dec 4, 2025 · SEC filing

Reported sold
$770M
Indefinite offering
Investors reported
720
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$385M$770MJul 17, 2008Dec 6, 2011: $251,120,000.00Dec 10, 2012: $281,670,000.00Dec 6, 2013: $396,525,000.00Dec 5, 2014: $430,175,000.00Dec 7, 2015: $563,341,000.00Dec 7, 2016: $579,261,000.00Dec 6, 2017: $649,926,000.00Dec 6, 2018: $687,331,000.00Dec 6, 2019: $726,071,000.00Dec 3, 2020: $743,571,000.00Dec 3, 2021: $744,521,000.00Dec 5, 2022: $747,991,000.00Dec 5, 2023: $751,566,000.00Dec 5, 2024: $757,904,425.00Dec 4, 2025: $769,616,224.00Dec 4, 2025

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$757,904,425 → $769,616,224
  • Reported investors707 → 720

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 4, 2025Amendment$769,616,224$11,711,799vs Dec 5, 2024720SEC filing
Dec 5, 2024Amendment$757,904,425$6,338,425vs Dec 5, 2023707SEC filing
Dec 5, 2023Amendment$751,566,000$3,575,000vs Dec 5, 2022699SEC filing
Dec 5, 2022Amendment$747,991,000$3,470,000vs Dec 3, 2021690SEC filing
Dec 3, 2021Amendment$744,521,000$950,000vs Dec 3, 2020685SEC filing
Dec 3, 2020Amendment$743,571,000$17,500,000vs Dec 6, 2019684SEC filing
Dec 6, 2019Amendment$726,071,000$38,740,000vs Dec 6, 2018665SEC filing
Dec 6, 2018Amendment$687,331,000$37,405,000vs Dec 6, 2017637SEC filing
Dec 6, 2017Amendment$649,926,000$70,665,000vs Dec 7, 2016432SEC filing
Dec 7, 2016Amendment$579,261,000$15,920,000vs Dec 7, 2015316SEC filing
Dec 7, 2015Amendment$563,341,000$133,166,000vs Dec 5, 2014289SEC filing
Dec 5, 2014Amendment$430,175,000$33,650,000vs Dec 6, 2013569SEC filing
Dec 6, 2013Amendment$396,525,000$145,405,000vs Dec 6, 2011506SEC filing
Dec 10, 2012Amendment$281,670,000$30,550,000vs Dec 6, 2011313SEC filing
Dec 6, 2011Amendment$251,120,000No comparison297SEC 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
$120K
Finders' fees
$0
Form D file number
021-120526

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
J.P. Morgan Securities LLC79

Source: Form D, filed Dec 4, 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

BW PRIVATE INVESTORS OFFSHORE, LTD.

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

Gross asset value
$62.7M
Beneficial owners
60
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 GEORGE TOWN, GRAND CAYMAN, Cayman Islands
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
PCAOB 1266

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

Filing source

Form ADV 2114545 · Jun 26, 2026 · Schedule D 7.B.(1), fund 805-8704653306

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
Ronnie Cuthbert Director
Christopher Faricelli Executive
Jennifer Fischetti Director
Ben Gillooly Director
Glenn Hill Director
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
Leon Rhule Director
Richard Ruffer Director
Mary Savino Director
James Walker Director
David Wezdenko Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Maples Corporate Services Limited Ugland House, South Church Street
Grand Cayman, E9, KY1-1104