Form D · Other Investment Fund

Hamlin Income Plus Fund, L.P.

New York, NY · CIK 0001465384

Offering snapshot reported Dec 30, 2025 · SEC filing

Reported sold: $708M
Investors reported: 805
Minimum accepted: $500K
First sale: May 2, 2005

Fundraising history

Reported sold

Dates 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.

Reported sold$680,711,585 → $707,937,165
Reported investors785 → 805

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 30, 2025	Amendment	$707,937,165	$27,225,580vs Jan 14, 2025	805	SEC filing
Jan 14, 2025	Initial	$680,711,585	No comparison	785	SEC filing
Jan 22, 2024	Initial	$646,013,994	No comparison	746	SEC filing
Feb 16, 2023	Initial	$616,084,319	No comparison	711	SEC filing
Mar 25, 2021	Amendment	$499,668,101	$65,942,077vs May 5, 2020	526	SEC filing
May 5, 2020	Initial	$433,726,024	No comparison	431	SEC filing
Apr 22, 2019	Initial	$384,668,407	No comparison	359	SEC filing
Apr 4, 2018	Amendment	$355,843,407	$57,645,000vs Jul 12, 2016	346	SEC filing
Jul 12, 2016	Amendment	$298,198,407	$25,978,627vs Jul 13, 2015	279	SEC filing
Jul 13, 2015	Amendment	$272,219,780	$199,190,606vs Jun 5, 2009	261	SEC filing
Feb 3, 2014	Amendment	$248,968,338	$38,767,590vs Feb 28, 2013	224	SEC filing
Feb 28, 2013	Initial	$210,200,748	No comparison	195	SEC filing
Apr 15, 2011	Amendment	$143,894,569	$70,865,395vs Jun 5, 2009	139	SEC filing
Jun 5, 2009	Initial	$73,029,174	No comparison	102	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $3.61M (estimated)
Form D file number: 021-535080

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
AMD Capital LLC	121539

Source: Form D, filed Dec 30, 2025. 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

HAMLIN INCOME PLUS FUND, LP

Investment adviser: HAMLIN CAPITAL MANAGEMENT, LLC

Gross asset value: $295M
Beneficial owners: 301
ADV minimum commitment: $500K

Reported in Form ADV on Mar 23, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER, LLP NEW YORK, New York, United States

Custodian DEUTSCHE BANK TRUST COMPANY AMERICAS NEW YORK, New York, United States Related to adviser: No

Prime broker DB SECURITIES SERVICES NJ INC. JERSEY CITY, New Jersey, United States

Provider details

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

EISNERAMPER, LLP
PCAOB 274

DB SECURITIES SERVICES NJ INC.
CRD 142775 · SEC 8-67490

Filing source

Form ADV 2070442 · Mar 23, 2026 · Schedule D 7.B.(1), fund 805-4084580969

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
Deborah Finegan	Executive
N/A Hamlin Capital Management, Llc	Executive
N/A Hamlin Crest Gp, Llc	Executive
Vivian Pan	Executive
Mark Stitzer	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

640 Fifth Avenue, 6 Th Floor
New York, NY, 10019