Form D · Hedge Fund

Medalist Partners Harvest Fund, Ltd

New York, NY · CIK 0001555443

Offering snapshot reported Apr 5, 2024 · SEC filing

Reported sold
$806M
Indefinite offering
Investors reported
148
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Sep 1, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$403M$806MSep 18, 2012: $41,770,000.00Sep 18, 2012Sep 18, 2013: $158,420,946.00Sep 17, 2014: $303,165,594.00Sep 18, 2015: $489,740,193.00Sep 16, 2016: $562,388,585.00Sep 15, 2017: $677,315,931.00Sep 15, 2017: $677,315,931.00Sep 19, 2018: $677,315,931.00Sep 21, 2018: $734,727,176.00May 12, 2020: $774,465,177.00Apr 30, 2021: $804,465,177.00Apr 25, 2022: $805,962,064.00Apr 18, 2023: $805,962,064.00Apr 5, 2024: $805,962,064.00Apr 5, 2024

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 5, 2024Amendment$805,962,064$0vs Apr 18, 2023148SEC filing
Apr 18, 2023Amendment$805,962,064$0vs Apr 25, 2022148SEC filing
Apr 25, 2022Amendment$805,962,064$1,496,887vs Apr 30, 2021148SEC filing
Apr 30, 2021Amendment$804,465,177$30,000,000vs May 12, 2020148SEC filing
May 12, 2020Amendment$774,465,177$39,738,001vs Sep 21, 2018148SEC filing
Sep 21, 2018Amendment$734,727,176$57,411,245vs Sep 19, 2018145SEC filing
Sep 19, 2018Amendment$677,315,931$0vs Sep 15, 2017144SEC filing
Sep 15, 2017Amendment$677,315,931$0vs Sep 15, 2017144SEC filing
Sep 15, 2017Amendment$677,315,931$114,927,346vs Sep 16, 2016144SEC filing
Sep 16, 2016Amendment$562,388,585$72,648,392vs Sep 18, 2015140SEC filing
Sep 18, 2015Amendment$489,740,193$186,574,599vs Sep 17, 2014117SEC filing
Sep 17, 2014Amendment$303,165,594$144,744,648vs Sep 18, 201394SEC filing
Sep 18, 2013Amendment$158,420,946$116,650,946vs Sep 18, 201265SEC filing
Sep 18, 2012Initial$41,770,000No comparison15SEC filing

Offering details

Securities
Equity, 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
021-184298
No commission paid by Issuer; however Item 12 entities are paid by General Partner (or its affiliate) commissions or similar sales compensation equal to a percentage of fees paid by Issuer to General Partner (or its affiliate) from assets under management

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Far Hills Group, LLC32243
First Liberties Financial14432
Blue Sand Securities LLC142976
UBS Financial Services Inc.8174
Wells Fargo Clearing Services, LLC19616
Wells Fargo Advisors Financial Network, LLC11025
Morgan Stanley149777
Stifel, Nicolaus & Company Incorporated793

Source: Form D, filed Apr 5, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Same Candlewood Investment Group, Lp Executive
Mark Cook Director
Same Medalist Partners Lp Executive
Victor Murray Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Medalist Partners Lp 777 3 Rd Avenue, Suite 1402
New York, NY, 10017