Form D · Other Investment Fund

Horton Freedom, L.P.

Philadelphia, PA · CIK 0001767112

Offering snapshot reported Feb 8, 2019 · SEC filing

Reported sold: $4.76M
Investors reported: 17
Minimum accepted: $25K
First sale: Dec 1, 2018

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 8, 2019	Initial	$4,760,000	No comparison	17	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-332507

Source: Form D, filed Feb 8, 2019. 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

HORTON FREEDOM, L.P.

Investment adviser: HORTON CAPITAL MANAGEMENT, LLC

Gross asset value: $10.7M
Beneficial owners: 20
ADV minimum commitment: $100K

Reported in Form ADV on Mar 29, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MARCUM LLP PHILADELPHIA, Pennsylvania, United States

Custodian PERSHING LLC NEW YORK, New York, United States Related to adviser: No

Prime broker COWEN PRIME SERVICES LLC NEW YORK, New York, United States

Provider details

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

MARCUM LLP
PCAOB 688

PERSHING LLC
SEC 8-17574

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

Filing source

Form ADV 1715463 · Mar 29, 2023 · Schedule D 7.B.(1), fund 805-4422730511

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
David A. Achey	Executive
Horton Capital Management, Llc	Executive
Horton Capital Partners, Llc	Director, Executive
Joseph M Manko, Jr.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1717 Arch Street 39 Th Floor
Philadelphia, PA, 19103