Form D · Other Investment Fund
Cardinal Winchester Holdings, L.P.
Dallas, TX · CIK 0001848354
Offering snapshot reported Jan 24, 2024 · SEC filing
- Reported sold
- $2.58M Indefinite offering
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 9, 2024 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 24, 2024 | Initial | $2,575,988 | No comparison | 14 | SEC filing |
| Jul 13, 2022 | Initial | $39,904,899 | No comparison | 36 | SEC filing |
| Feb 26, 2021 | Initial | $25,200,000 | No comparison | 26 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-503327
Source: Form D, filed Jan 24, 2024. 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
CARDINAL WINCHESTER HOLDINGS, L.P.
Investment adviser: CARDINAL CSP INVESTMENTS GP, INC.
- Gross asset value
- $37M
- Beneficial owners
- 99
- ADV minimum commitment
- $50K
Reported in Form ADV on Mar 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
VERITEX COMMUNITY BANK
LEI 549300Q2EZNO3H86ED06
Filing source
Form ADV 2050401 · Mar 12, 2026 · Schedule D 7.B.(1), fund 805-6558984746
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.
| Name | Reported role |
|---|---|
| Gil J. Besing | Executive |
| Mitzi Patin | Executive |
| . Winchester Nevada General Partner Llc | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75219