Form D · Other Investment Fund

BWM Tactical Growth LP

Houston, TX · CIK 0001884827

Offering snapshot reported Nov 19, 2025 · SEC filing

Reported sold
$8.35M
Offering amount: $100M
Investors reported
0
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Mar 11, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.18M$8.35MFeb 25, 2022Nov 16, 2022: $2,870,762.00Nov 16, 2022Nov 15, 2023: $3,975,274.00Nov 15, 2023Nov 20, 2024: $6,897,360.00Nov 20, 2024Nov 19, 2025: $8,350,860.00Nov 19, 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$6,897,360 → $8,350,860

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 19, 2025Amendment$8,350,860$1,453,500vs Nov 20, 20240SEC filing
Nov 20, 2024Amendment$6,897,360$2,922,086vs Nov 15, 20230SEC filing
Nov 15, 2023Amendment$3,975,274$1,104,512vs Nov 16, 20220SEC filing
Nov 16, 2022Amendment$2,870,762No comparison0SEC filing
Feb 25, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-435085

Source: Form D, filed Nov 19, 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

BWM TACTICAL GROWTH, LP

Investment adviser: BURKE WEALTH MANAGEMENT, LLC

Gross asset value
$8.13M
Beneficial owners
20
ADV minimum commitment
$1M

Reported in Form ADV on Mar 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & CO CLEVELAND, Ohio, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & CO
PCAOB 925

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2068448 · Mar 10, 2026 · Schedule D 7.B.(1), fund 805-2636048104

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
Kenneth Michael Burke Jr Executive
Charley Ward Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
12 Greenway Plaza Ste 1100
Houston, TX, 77046