Form D · Hedge Fund
CRITERION INSTITUTIONAL PARTNERS LP
San Francisco, CA · CIK 0001260054
Offering snapshot reported Mar 16, 2018 · SEC filing
- Reported sold
- $500M Indefinite offering
- Investors reported
- 62 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Oct 1, 2003 As reported in this filing
Fundraising history
Reported soldDates 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$495,098,589 → $500,197,094
- Reported investors61 → 62
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 16, 2018 | Amendment | $500,197,094 | $5,098,505vs Mar 16, 2017 | 62 | SEC filing |
| Mar 16, 2017 | Amendment | $495,098,589 | $6,690,450vs Mar 16, 2016 | 61 | SEC filing |
| Mar 16, 2016 | Amendment | $488,408,139 | $1,032,500vs Mar 17, 2015 | 60 | SEC filing |
| Mar 17, 2015 | Amendment | $487,375,639 | $7,965,000vs Mar 17, 2014 | 60 | SEC filing |
| Mar 17, 2014 | Amendment | $479,410,639 | $117,915,001vs Aug 30, 2013 | 59 | SEC filing |
| Aug 30, 2013 | Amendment | $361,495,638 | $60,025,000vs Aug 31, 2012 | 57 | SEC filing |
| Aug 31, 2012 | Amendment | $301,470,638 | $0vs Sep 6, 2011 | 54 | SEC filing |
| Sep 6, 2011 | Amendment | $301,470,638 | $156,000,885vs Jun 3, 2010 | 54 | SEC filing |
| Jun 3, 2010 | Amendment | $145,469,753 | -$7,910,000vs Jun 4, 2009 | 27 | SEC filing |
| Jun 4, 2009 | Amendment | $153,379,753 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-57862
Limited Partner Interests
Source: Form D, filed Mar 16, 2018. 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
CRITERION INSTITUTIONAL PARTNERS, L.P.
Investment adviser: CRITERION CAPITAL MANAGEMENT,LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Aug 1, 2018. 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 1229720 · Aug 1, 2018 · Schedule D 7.B.(1), fund 805-9964020445
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.
| Name | Reported role |
|---|---|
| Daniel R. Beckham | Executive, Promoter |
| R. Daniel Beckham | Executive, Promoter |
| Louis Chang | Executive |
| N/A Criterion Capital Management, Llc | Executive |
| Emma Dickson | Executive |
| Tomoko Fortune | Executive |
| Christopher H. Lord | Executive |
| John Micek | Executive |
| Matt Perona | Executive |
| David Riley | Executive |
| Jeff Sanguinet | Executive |
| Zachariah Stout | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111