Form D · Other Investment Fund

Chilton Mid Cap Core Equities, L.P.

Stamford, CT · CIK 0001569422

Offering snapshot reported Aug 17, 2017 · SEC filing

Reported sold
$15.2M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Feb 1, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.6M$15.2MFeb 12, 2013: $2,601,000.00Feb 12, 2013Feb 11, 2014: $2,676,000.00Feb 11, 2014Feb 11, 2015: $2,726,000.00Feb 11, 2015Feb 11, 2016: $13,560,149.00Feb 11, 2016Feb 10, 2017: $15,205,149.00Aug 17, 2017: $15,205,149.00Aug 17, 2017

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
Aug 17, 2017Amendment$15,205,149$0vs Feb 10, 20176SEC filing
Feb 10, 2017Amendment$15,205,149$1,645,000vs Feb 11, 20166SEC filing
Feb 11, 2016Amendment$13,560,149$10,884,149vs Feb 11, 20146SEC filing
Feb 11, 2015Amendment$2,726,000$50,000vs Feb 11, 20145SEC filing
Feb 11, 2014Amendment$2,676,000$75,000vs Feb 12, 20135SEC filing
Feb 12, 2013Initial$2,601,000No comparison5SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-191696

Source: Form D, filed Aug 17, 2017. 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

CHILTON MID CAP CORE EQUITIES, L.P.

Investment adviser: CHILTON INVESTMENT SERVICES, LLC

Gross asset value
$22M
Beneficial owners
4
ADV minimum commitment
$1M

Reported in Form ADV on Mar 29, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States Related to adviser: No
Prime broker J.P. MORGAN CLEARING CORP. NEW YORK, New York, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

J.P. MORGAN CLEARING CORP.
SEC 8-43724

J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724

Filing source

Form ADV 1197141 · Mar 29, 2018 · Schedule D 7.B.(1), fund 805-9156728779

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
William P. Boardman Director
Chilton Investment Services, Llc Promoter
Richard Chilton, Jr. Director, Executive
Chilton Private Clients, Llc Promoter
Lisa Czachor Executive
Porter Goss Director
Timothy Horan Executive
Peter Kim Executive
Garrison D. Lickle Director
Patricia Mallon Executive
Alison Schachter Executive
James Steinthal Executive
Jonathan M. Wainwright Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1290 East Main Street
Stamford, CT, 06902