Form D · Other Investment Fund
Chicago Partners Diversified Tax Aware Fund, LLC
Chicago, IL · CIK 0002089130
Offering snapshot reported Jun 15, 2026 · SEC filing
- Reported sold
- $42.7M Indefinite offering
- Investors reported
- 121 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Dec 1, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 121
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 15, 2026 | Amendment | $42,710,000 | No comparison | 121 | SEC filing |
| Oct 7, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- 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
- 021-560074
Source: Form D, filed Jun 15, 2026. 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.
| Name | Reported role |
|---|---|
| Na Chicago Partners Investment Group Llc | Promoter |
| Nicholas Guido | Executive |
| James Hagedorn | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
One North Wacker Drive, Suite 4075
Chicago, IL, 60606
Chicago, IL, 60606