Form D · Other Investment Fund

Institutional Futures Portfolio L P

New York, NY · CIK 0001333262

Offering snapshot reported Dec 19, 2016 · SEC filing

Reported sold
$168M
Indefinite offering
Investors reported
82
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 1, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$85M$170MJul 1, 2009: $103,500,000.00Jul 1, 2009Jun 23, 2010: $139,060,000.00Jul 8, 2010: $139,060,000.00Dec 16, 2010: $154,920,000.00Oct 5, 2011: $159,500,000.00Dec 22, 2011: $163,400,000.00Oct 15, 2012: $165,800,000.00May 2, 2013: $165,950,000.00Sep 10, 2013: $165,950,000.00Oct 3, 2013: $165,950,000.00Oct 9, 2014: $168,150,000.00Sep 1, 2015: $168,150,000.00Jun 30, 2016: $170,050,000.00Dec 19, 2016: $168,150,000.00Dec 19, 2016

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$170,050,000 → $168,150,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 19, 2016Amendment$168,150,000-$1,900,000vs Jun 30, 201682SEC filing
Jun 30, 2016Amendment$170,050,000$1,900,000vs Sep 1, 201582SEC filing
Sep 1, 2015Amendment$168,150,000$0vs Oct 9, 201482SEC filing
Oct 9, 2014Amendment$168,150,000$2,200,000vs Oct 3, 201382SEC filing
Oct 3, 2013Amendment$165,950,000$0vs May 2, 201380SEC filing
Sep 10, 2013Amendment$165,950,000$0vs May 2, 201380SEC filing
May 2, 2013Amendment$165,950,000$150,000vs Oct 15, 201280SEC filing
Oct 15, 2012Amendment$165,800,000$2,400,000vs Dec 22, 201179SEC filing
Dec 22, 2011Amendment$163,400,000$3,900,000vs Oct 5, 201177SEC filing
Oct 5, 2011Amendment$159,500,000$4,580,000vs Dec 16, 201076SEC filing
Dec 16, 2010Amendment$154,920,000$15,860,000vs Jul 8, 201072SEC filing
Jul 8, 2010Amendment$139,060,000$0vs Jun 23, 201064SEC filing
Jun 23, 2010Amendment$139,060,000$35,560,000vs Jul 1, 200964SEC filing
Jul 1, 2009Amendment$103,500,000No comparison50SEC filing
Jul 8, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b
Duration over one year
Yes
Business combination
No
Sales commissions
$4.4M (estimated)
Finders' fees
$0
Form D file number
021-79086
The estimate of fees includes projected fees payable over the next 12 months. Credit Suisse Securities (USA) LLC is the former firm of the individuals listed in item 12.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Citigroup Global Markets Inc. ("CGM")7059Citigroup Global Markets Inc. · CRD 7059
Morgan Stanley Smith Barney LLC ("MSSB")149777Morgan Stanley Smith Barney LLC · CRD 149777
Richard S. Zinman1212093CREDIT SUISSE SECURITIES (USA) LLC ("CS") (See Item 15) · CRD 816
ANTHONY A. DERTOUZOS4025638CREDIT SUISSE SECURITIES (USA) LLC (See Item 15) · CRD 816
JOHN D. MORENO5111456CREDIT SUISSE SECURITIES (USA) LLC (See Item 15) · CRD 816

Source: Form D, filed Dec 19, 2016. 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
Craig Abruzzo Director
Jeremy Beal Director
Ian Bernstein Director
Brian Centner Executive
Steven Ciampi Director
Alper Daglioglu Director
Walter Davis Director, Executive
Daryl Dewbrey Director
Patrick T. Egan Director, Executive
Damian George Executive
Matthew Graver Director
Harry Handler Director
Douglas J. Ketterer Director
Kevin Klingert Director
Alice Lonero Executive
Jennifer Magro Director, Executive
Paul M. Martin Director
Michael Mc Grath Director
Edmond Moriarty Executive
Colbert Narcisse Director
Raymond Nolte Director
Maureen O' Toole Director
Jerry Pascucci Director, Executive
Ihor Rakowsky Director, Executive
Steven Ross Director, Executive
Frank Smith Director
Shelley Deavitt Ullman Director, Executive
Feta Zabeli Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
522 Fifth Avenue
New York, NY, 10036