Form D · Other Investment Fund

SIMON QUICK CHAPIN FUND, LTD

Morristown, NJ · CIK 0001432884

Offering snapshot reported Mar 5, 2026 · SEC filing

Reported sold
$30.7M
Indefinite offering
Investors reported
42
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Apr 1, 2008
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 5, 2026Initial$30,667,456No comparison42SEC filing
Mar 5, 2025Initial$31,085,633No comparison43SEC filing
Mar 5, 2024Amendment$29,881,232$229,020vs Mar 3, 202344SEC filing
Mar 3, 2023Amendment$29,652,212-$3,090,965vs Mar 4, 202240SEC filing
Mar 4, 2022Amendment$32,743,177$4,546,882vs Mar 8, 202136SEC filing
Mar 8, 2021Amendment$28,196,295$2,216,819vs Mar 5, 202029SEC filing
Mar 5, 2020Amendment$25,979,476-$20,513,820vs Mar 13, 201923SEC filing
Mar 13, 2019Amendment$46,493,296$8,865,329vs Mar 29, 201846SEC filing
Mar 29, 2018Amendment$37,627,967$18,036,647vs Mar 31, 201734SEC filing
Mar 31, 2017Amendment$19,591,320-$1,149,028vs Feb 23, 201723SEC filing
Feb 23, 2017Amendment$20,740,348-$2,688,019vs Feb 23, 201623SEC filing
Feb 23, 2016Amendment$23,428,367$1,721,770vs Mar 2, 201523SEC filing
Mar 2, 2015Amendment$21,706,597-$4,323,451vs Dec 31, 201318SEC filing
Dec 31, 2013Amendment$26,030,048-$430,504vs Mar 26, 201222SEC filing
Dec 31, 2013Amendment$26,030,048-$430,504vs Mar 26, 201222SEC filing
Mar 26, 2012Amendment$26,460,552$0vs Dec 2, 201018SEC filing
Dec 2, 2010Amendment$26,460,552$224,000vs Dec 3, 200918SEC filing
Dec 3, 2009Initial$26,236,552No comparison18SEC filing
Apr 15, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-575528
Amount sold and number of investors based on 12/31/2025 NAV as calculated by the fund's administrator.
Participating Shares

Source: Form D, filed Mar 5, 2026. 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

SIMON QUICK CHAPIN FUND, LTD.

Investment adviser: SIMON QUICK ADVISORS, LLC

Gross asset value
Not reported
Beneficial owners
Not reported
ADV minimum commitment
Not reported

Reported in Form ADV on Jul 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
Not reported
Prime brokers
Not reported
Custodians
Not reported
Administrator other than the adviser
Not reported
External marketing
Not reported
Filing source

Form ADV 2122340 · Jul 28, 2026 · Schedule D 7.B.(1), fund 805-4825441230

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
Joseph A Belfatto Director, Executive
Simon Quick Chapin Management, Llc Director, Executive
Simon Quick Chapin Master Fund, Llc Director, Executive
Mark D De Lotto Director
Chapin Partners Management Llc Director
Stewart Massey Director
Dwight Massey Director
Christopher B Moore Director
Michael T Oliveri Director
Leslie C Quick Iii Director, Executive
Massey Quick Simon & Co., Llc Director
Thomas N Sorrentino Director
Wayne Yi Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
360 Mount Kemble Avenue
Morristown, NJ, 07960