Form D · Hedge Fund

J. Caird Partners, L.P.

Boston, MA · CIK 0001143526

Offering snapshot reported Feb 25, 2022 · SEC filing

Reported sold: $565M
Investors reported: 132
Minimum accepted: $0
First sale: Oct 1, 2000

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$564,194,050 → $564,718,050
Reported investors131 → 132

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 25, 2022	Amendment	$564,718,050	$524,000vs Feb 25, 2021	132	SEC filing
Feb 25, 2021	Amendment	$564,194,050	$2,870,349vs Feb 25, 2020	131	SEC filing
Feb 25, 2020	Amendment	$561,323,701	$77,789vs Jul 15, 2019	131	SEC filing
Jul 15, 2019	Amendment	$561,245,912	$18,738,694vs Jul 13, 2018	148	SEC filing
Jul 13, 2018	Amendment	$542,507,218	$705,747vs Jul 14, 2017	147	SEC filing
Jul 14, 2017	Amendment	$541,801,471	$1,555,000vs Jul 14, 2016	147	SEC filing
Jul 14, 2016	Amendment	$540,246,471	$1,770,804vs Jan 22, 2016	146	SEC filing
Jan 22, 2016	Amendment	$538,475,667	$4,738,211vs Jan 23, 2015	145	SEC filing
Jan 23, 2015	Amendment	$533,737,456	$18,442,665vs Mar 4, 2014	145	SEC filing
Mar 4, 2014	Amendment	$515,294,791	$23,758,658vs Mar 4, 2013	144	SEC filing
Mar 4, 2013	Amendment	$491,536,133	$4,150,668vs Mar 15, 2012	141	SEC filing
Mar 15, 2012	Amendment	$487,385,465	$25,358,942vs Mar 17, 2011	139	SEC filing
Mar 17, 2011	Amendment	$462,026,523	$27,597,259vs Mar 16, 2010	137	SEC filing
Mar 16, 2010	Amendment	$434,429,264	$110,408,822vs Mar 16, 2009	134	SEC filing
Mar 16, 2009	Initial	$324,020,442	No comparison	Not reported	SEC filing

Offering details

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

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-127877

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Wellington Funds Distributors Inc.	152768

Source: Form D, filed Feb 25, 2022. 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

J. CAIRD PARTNERS, L.P.

Investment adviser: WELLINGTON ALTERNATIVE INVESTMENTS LLC

Gross asset value: $3.83M
Beneficial owners: 24
ADV minimum commitment: $1M

Reported in Form ADV on Sep 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), L.L.C. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

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

Custodian GOLDMAN SACHS & CO. 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 STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Custodian STATE STREET GLOBAL MARKETS, LLC BOSTON, Massachusetts, United States Related to adviser: No

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

Marketer WELLINGTON FUNDS DISTRIBUTORS INC. BOSTON, Massachusetts, United States Related to adviser: Yes

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

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Prime broker STATE STREET GLOBAL MARKETS, LLC BOSTON, Massachusetts, United States

Prime broker UBS SECURITIES 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: Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

MORGAN STANLEY & CO. LLC
SEC 8-15869

STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572

STATE STREET GLOBAL MARKETS, LLC
SEC 8-69862

UBS SECURITIES LLC
SEC 8-22651

WELLINGTON FUNDS DISTRIBUTORS INC.
CRD 152768 · SEC 8-68476

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

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

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

STATE STREET GLOBAL MARKETS, LLC
CRD 285852 · SEC 8-69862

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Filing source

Form ADV 2130971 · Sep 29, 2026 · Schedule D 7.B.(1), fund 805-8835414780

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
John E. Bruno	Director
Christopher G. Kirk	Director
Gregory S. Konzal	Executive
Neil A. Medugno	Director
Susan G. O'connell	Director
Phillip H. Perelmuter	Director
Sara Lou Sherman	Executive
Edward Steinborn	Director
Brendan J. Swords	Director
Perry M. Traquina	Director
Wellington Alternative Investments Llc	Executive
Wellington Hedge Management Llc	Executive
Wellington Management Company Llp	Executive
Wellington Management Investment, Inc.	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Wellington Alternative Investments Llc 280 Congress Street
Boston, MA, 02210