Form D · Hedge Fund

Foundation Partners, L.P.

Dallas, TX · CIK 0001637301

Offering snapshot reported Feb 26, 2021 · SEC filing

Reported sold: $197M
Investors reported: 77
Minimum accepted: $200K
First sale: Nov 1, 1990

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
Feb 26, 2021	Initial	$197,498,769	No comparison	77	SEC filing
Feb 28, 2020	Amendment	$188,685,520	$18,543,173vs Sep 26, 2018	72	SEC filing
Sep 26, 2018	Amendment	$170,142,347	$28,551,771vs May 31, 2017	204	SEC filing
May 31, 2017	Amendment	$141,590,576	$924,500vs May 26, 2015	191	SEC filing
May 26, 2015	Initial	$140,666,076	No comparison	189	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-390707

Source: Form D, filed Feb 26, 2021. 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

FOUNDATION PARTNERS, L.P.

Investment adviser: CROWN ADVISORS MANAGEMENT, INC.

Gross asset value: $198M
Beneficial owners: 65
ADV minimum commitment: $200K

Reported in Form ADV on Mar 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES LLC WALNUT CREEK, California, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor EISNER AMPER LLP SAN FRANCISCO, California, United States

Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC SAN FRANCISCO, California, United States Related to adviser: No

Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States

Prime broker GOLDMAN SACHS & CO. LLC SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

EISNER AMPER LLP
PCAOB 274

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Filing source

Form ADV 2052634 · Mar 18, 2026 · Schedule D 7.B.(1), fund 805-3929685155

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
Name	Reported role
N/A Crown Advisors Management, Inc.	Promoter
Robert Scott Fearon	Executive, Promoter
Crown Advisors Management Inc.	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1901 North Akard Street
Dallas, TX, 75201