Form D · Other Investment Fund

CONGRESS WEALTH MANAGEMENT ENHANCED YIELD FUND LP

Boston, MA · CIK 0001790619

Offering snapshot reported Jan 25, 2023 · SEC filing

Reported sold
$87M
Indefinite offering
Investors reported
90
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 31, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$43.5M$87MOct 25, 2019: $80,472,000.00Oct 25, 2019Nov 13, 2019: $80,472,000.00Dec 30, 2020: $86,789,365.00Dec 30, 2020Jan 25, 2023: $86,988,828.00Jan 25, 2023

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$86,789,365 → $86,988,828
  • Reported investors89 → 90

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 25, 2023Amendment$86,988,828$199,463vs Dec 30, 202090SEC filing
Dec 30, 2020Amendment$86,789,365$6,317,365vs Nov 13, 201989SEC filing
Nov 13, 2019Amendment$80,472,000$0vs Oct 25, 201974SEC filing
Oct 25, 2019Initial$80,472,000No comparison81SEC 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
021-351900

Source: Form D, filed Jan 25, 2023. 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

CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LP

Investment adviser: CW ADVISORS, LLC

Gross asset value
$1.43M
Beneficial owners
89
ADV minimum commitment
$100K

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC. SAGAMORE BEACH, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SANDLER & COMPANY, P.C. NEEDHAM, Massachusetts, United States
Custodian FNZ TRUST COMPANY LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SANDLER & COMPANY, P.C.
PCAOB 3709

Filing source

Form ADV 2127070 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-6103392284

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
Congress Wealth Management Llc Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
155 Seaport Blvd., 3 Rd Floor
Boston, MA, 02210