Form D · Other Investment Fund

Eight Bar Financial Partners I, L.P.

New Canaan, CT · CIK 0001662098

Offering snapshot reported Dec 28, 2015 · SEC filing

Reported sold
$206M
Offering amount: $206M
Investors reported
4
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
Dec 18, 2015
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 28, 2015Initial$206,273,860No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-253934

Source: Form D, filed Dec 28, 2015. 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

EIGHT BAR FINANCIAL PARTNERS, LP

Investment adviser: EIGHT BAR PARTNERS, LP

Gross asset value
$35.4M
Beneficial owners
4
ADV minimum commitment
$10K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian FIRST REPUBLIC BANK NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
Prime broker ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497

ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158 · SEC 8-497

Filing source

Form ADV 2085550 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3559297614

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
Thomas E. Doster, Iv Director, Executive
Holly Neiweem Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
335 Wahackme Rd.
New Canaan, CT, 06840