Form D · Investing
EXCALIBUR INVESTMENT PARTNERS LLP
Marion, MA · CIK 0000871708
Offering snapshot reported Jan 12, 2011 · SEC filing
- Reported sold
- $250K Offering amount: $500K
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Dec 28, 2010 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 12, 2011 | Initial | $250,000 | No comparison | 2 | SEC filing |
| Jan 22, 2010 | Initial | $1,000,000 | No comparison | 1 | SEC filing |
| Jan 14, 2009 | Initial | $150,000 | No comparison | Not reported | SEC filing |
| Jan 10, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jan 17, 2006 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jul 21, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
| Jan 5, 2005 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-153571
Source: Form D, filed Jan 12, 2011. 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
EXCALIBUR PARTNERS
Investment adviser: BALDWIN WEALTH PARTNERS, LLC
- Gross asset value
- $113K
- Beneficial owners
- 53
- ADV minimum commitment
- $250K
Reported in Form ADV on Nov 22, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WOLF & CO
PCAOB 392
Filing source
Form ADV 1357294 · Nov 22, 2019 · Schedule D 7.B.(1), fund 805-1065000115
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 |
|---|---|
| Michael Baldwin | Executive |
| Taylor Baldwin | Executive |
| N/A Baldwin Brothers Inc. | Promoter |
| David A. Barrett | Executive |
Issuer details
Industry: Investing (See others in industry)
Address:Marion, MA, 02738