Form D · Private Equity Fund

Fitzwilliams Investment Fund LLC

Chesapeake, VA · CIK 0002074305

Offering snapshot reported Jun 25, 2025 · SEC filing

Reported sold
$600K
Offering amount: $5M
Investors reported
1
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jun 9, 2025
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
Jun 25, 2025Initial$600,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-549843

Source: Form D, filed Jun 25, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
Timothy J. Fitzwilliams Executive, Promoter
Fitzwilliams Financial Inc. Executive
Fitzwilliams Wealth Management Inc. Executive
Brian Lindberg Executive, Promoter
Fitzwilliams Fund Solutions Llc Executive, Promoter
Fitzwilliams Tax Management Llc Executive
Ron Wright Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
860 Greenbrier Cir. Ste 101
Chesapeake, VA, 23320