Form D · Other Investment Fund
Federal Street Partners, LLC
Lincoln, MA · CIK 0001775853
Offering snapshot reported Aug 22, 2022 · SEC filing
- Reported sold
- $69M Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 27, 2004 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 22, 2022 | Amendment | $69,024,071 | $0vs Aug 20, 2021 | 7 | SEC filing |
| Aug 20, 2021 | Amendment | $69,024,071 | No comparison | Not reported | SEC filing |
| Aug 19, 2020 | Amendment | $3,311,667 | $0vs Apr 28, 2020 | 5 | SEC filing |
| Apr 28, 2020 | Amendment | $3,311,667 | -$205,371vs May 29, 2019 | 5 | SEC filing |
| May 29, 2019 | Initial | $3,517,038 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- 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
- 021-340567
This excludes internal marketing staff who are paid compensation, but not commissions, for their duties.
Source: Form D, filed Aug 22, 2022. 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
FEDERAL STREET PARTNERS
Investment adviser: FIDUCIARY TRUST INTERNATIONAL, LLC
- Gross asset value
- $0
- Beneficial owners
- 5
- ADV minimum commitment
- $0
Reported in Form ADV on Dec 22, 2025. 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
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 2030163 · Dec 22, 2025 · Schedule D 7.B.(1), fund 805-4137540502
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 |
|---|---|
| . Athena Capital Advisors Llc | Executive, Promoter |
| Lisette Cooper | Executive, Promoter |
| . Fiduciary Trust International, Llc | Executive, Promoter |
| Kate Huntington | Executive |
| Leonard L. Lewin | Executive |
| Len Lewin | Executive |
| Alex Paul | Executive |
| Amy Spector | Executive |
| Ann Marie Towle | Executive |
| Anne Marie Towle | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Lincoln, MA, 01773