Form D · Hedge Fund

CHARTWELL FAMILY FUND TFI LP

Palm Desert, CA · CIK 0001257767

Offering snapshot reported Nov 12, 2025 · SEC filing

Reported sold
$35.6M
Offering amount: $200M
Investors reported
62
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Sep 30, 2003
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$17.8M$35.6MMar 6, 2009: $3,571,775.00Mar 6, 2009Jul 17, 2009: $3,571,775.00Jul 29, 2009: $3,571,775.00Dec 16, 2010: $13,223,975.00Mar 14, 2012: $19,698,275.00Mar 13, 2013: $21,503,900.00Mar 12, 2014: $24,386,518.00Mar 11, 2015: $25,311,958.00Mar 11, 2016: $27,359,800.00Feb 24, 2017: $31,268,986.00Feb 22, 2018: $31,517,384.00Feb 6, 2019: $33,157,384.00Feb 4, 2020: $34,966,803.00Jan 21, 2021: $35,003,691.00Jan 20, 2022: $35,538,308.00Jan 13, 2023: $35,572,597.00Dec 26, 2023: $35,606,871.00Nov 12, 2024: $35,606,871.00Nov 12, 2025: $35,606,871.00Nov 12, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 12, 2025Amendment$35,606,871$0vs Nov 12, 202462SEC filing
Nov 12, 2024Amendment$35,606,871$0vs Dec 26, 202362SEC filing
Dec 26, 2023Amendment$35,606,871$34,274vs Jan 13, 202362SEC filing
Jan 13, 2023Amendment$35,572,597$34,289vs Jan 20, 202262SEC filing
Jan 20, 2022Amendment$35,538,308$534,617vs Jan 21, 202162SEC filing
Jan 21, 2021Amendment$35,003,691$36,888vs Feb 4, 202061SEC filing
Feb 4, 2020Amendment$34,966,803$1,809,419vs Feb 6, 201961SEC filing
Feb 6, 2019Amendment$33,157,384$1,640,000vs Feb 22, 201857SEC filing
Feb 22, 2018Amendment$31,517,384$248,398vs Feb 24, 201756SEC filing
Feb 24, 2017Amendment$31,268,986$3,909,186vs Mar 11, 201654SEC filing
Mar 11, 2016Amendment$27,359,800$2,047,842vs Mar 11, 201548SEC filing
Mar 11, 2015Amendment$25,311,958$925,440vs Mar 12, 201447SEC filing
Mar 12, 2014Amendment$24,386,518$2,882,618vs Mar 13, 201346SEC filing
Mar 13, 2013Amendment$21,503,900$1,805,625vs Mar 14, 201244SEC filing
Mar 14, 2012Amendment$19,698,275$6,474,300vs Dec 16, 201040SEC filing
Dec 16, 2010Amendment$13,223,975$9,652,200vs Jul 29, 200935SEC filing
Jul 29, 2009Amendment$3,571,775$0vs Jul 17, 200913SEC filing
Jul 17, 2009Amendment$3,571,775$0vs Mar 6, 200913SEC filing
Mar 6, 2009Amendment$3,571,775No comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-57370
Limited Partner Interests

Source: Form D, filed Nov 12, 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

CHARTWELL FAMILY FUND TF1, L.P.

Investment adviser: FOCUS PARTNERS WEALTH, LLC

Gross asset value
$9.8M
Beneficial owners
19
ADV minimum commitment
$250K

Reported in Form ADV on Sep 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor EISNER AMPER SAN FRANCISCO, California, United States
Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No
Custodian FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States Related to adviser: No
Prime broker FIDELITY BROKERAGE SERVICES LLC SMITHFIELD, Rhode Island, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

EISNER AMPER
PCAOB 274

CITY NATIONAL BANK
LEI 593C3GZG957YOJPS2Z63

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292

Filing source

Form ADV 2120006 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-6798276556

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
N/A Chartwell Family Office, Llc Executive
N/A Churchill Family Office, Llc Executive, Promoter
Fred A. Fern Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
73 061 El Paseo, Suite 200
Palm Desert, CA, 92260