Form D · Other Investment Fund

CASTLE PARTNERS, L.P.

Hood River, OR · CIK 0001454088

Offering snapshot reported Nov 10, 2010 · SEC filing

Reported sold
$3.73M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Dec 18, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.87M$3.75MJan 13, 2009Sep 4, 2009: $3,745,000.00Sep 4, 2009Nov 10, 2010: $3,733,199.00Nov 10, 2010

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$3,745,000 → $3,733,199

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 10, 2010Amendment$3,733,199-$11,801vs Sep 4, 200923SEC filing
Sep 4, 2009Amendment$3,745,000No comparison23SEC filing
Jan 13, 2009PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-126083

Source: Form D, filed Nov 10, 2010. 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
Scott J. Baklenko Promoter
Gregory John Boudreau Promoter
Jon W. Brodeur Executive
Castle Advisers, Llc Castle Advisers, Llc Executive, Promoter
Aj Kitt Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
202 Oak Avenue, Suite 550
Hood River, OR, 97031