Form D · Hedge Fund

Hudson Way Charlotte Fund, LP

Dallas, TX · CIK 0001633655

Offering snapshot reported Mar 26, 2026 · SEC filing

Reported sold
$376M
Indefinite offering
Investors reported
76
Form D · investor count
Minimum accepted
$150K
Reported outside-investor minimum
First sale
Feb 1, 2015
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$188M$376MFeb 12, 2015: $25,000,000.00Feb 12, 2015Nov 16, 2015: $25,000,000.00Jan 13, 2016: $83,750,000.00Jan 19, 2017: $138,995,000.00Jan 18, 2018: $156,595,000.00Jan 17, 2019: $174,085,000.00Jan 8, 2020: $189,255,000.00Jan 7, 2021: $255,371,000.00Jan 7, 2022: $288,881,000.00Jan 6, 2023: $334,493,112.00Jan 5, 2024: $334,493,112.00Dec 27, 2024: $334,493,112.00Dec 23, 2025: $335,493,112.00Mar 26, 2026: $376,493,112.00Mar 26, 2026

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$335,493,112 → $376,493,112
  • Reported investors74 → 76

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 26, 2026Amendment$376,493,112$41,000,000vs Dec 23, 202576SEC filing
Dec 23, 2025Amendment$335,493,112$1,000,000vs Dec 27, 202474SEC filing
Dec 27, 2024Amendment$334,493,112$0vs Jan 6, 202373SEC filing
Jan 5, 2024Amendment$334,493,112$0vs Jan 6, 202373SEC filing
Jan 6, 2023Amendment$334,493,112$45,612,112vs Jan 7, 202273SEC filing
Jan 7, 2022Amendment$288,881,000$33,510,000vs Jan 7, 202160SEC filing
Jan 7, 2021Amendment$255,371,000$66,116,000vs Jan 8, 202052SEC filing
Jan 8, 2020Amendment$189,255,000$15,170,000vs Jan 17, 201936SEC filing
Jan 17, 2019Amendment$174,085,000$17,490,000vs Jan 18, 201827SEC filing
Jan 18, 2018Amendment$156,595,000$17,600,000vs Jan 19, 201722SEC filing
Jan 19, 2017Amendment$138,995,000$55,245,000vs Jan 13, 201619SEC filing
Jan 13, 2016Amendment$83,750,000$58,750,000vs Nov 16, 20155SEC filing
Nov 16, 2015Amendment$25,000,000$0vs Feb 12, 20151SEC filing
Feb 12, 2015Initial$25,000,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-233957

Source: Form D, filed Mar 26, 2026. 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

HUDSON WAY CHARLOTTE FUND, LP

Investment adviser: HUDSON WAY CAPITAL MANAGEMENT, LLC

Gross asset value
$150M
Beneficial owners
11
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian NORTHERN TRUST INTERNATIONAL BANKING NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. 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

EISNERAMPER LLP
PCAOB 274

JEFFERIES LLC
SEC 8-15074

MORGAN STANLEY & CO. LLC
SEC 8-15869

NORTHERN TRUST INTERNATIONAL BANKING
LEI 54930042DBMRRWU1QM80

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2079200 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-2163103403

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
NameReported role
William Michael Hyatt Director, Promoter
Hw Equity Llc Promoter
Hw Equity, Llc Promoter
Hudson Way Capital Management, Llc Promoter
Hudson Way Gp Lp Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2323 Cedar Springs Road, Suite 1475
Dallas, TX, 75201