Form D · Hedge Fund

KBW FINANCIAL SERVICES FUND LP

New York, NY · CIK 0001434195

Offering snapshot reported Mar 9, 2011 · SEC filing

Reported sold
$45.8M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Jan 27, 1999
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$22.9M$45.8MMar 13, 2009: $33,279,801.00Mar 13, 2009Mar 9, 2010: $35,534,800.00Mar 9, 2010Mar 9, 2011: $45,816,355.00Mar 9, 2011

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$35,534,800 → $45,816,355
  • Reported investors16 → 23

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 9, 2011Amendment$45,816,355$10,281,555vs Mar 9, 201023SEC filing
Mar 9, 2010Amendment$35,534,800$2,254,999vs Mar 13, 200916SEC filing
Mar 13, 2009Amendment$33,279,801No comparisonNot reportedSEC filing
May 1, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$130K
Finders' fees
$0
Form D file number
021-117861

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Keefe, Bruyette and Woods, Inc.481

Source: Form D, filed Mar 9, 2011. 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
Robert Cromwell Executive
Kara E Gannon Executive
N/A Kbw Partners, Llc Executive
Peter E Roth Executive
John Tomao Executive
John Wimsatt Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Kbw Partners Llc 787 Seventh Avenue, 6 Th Floor
New York, NY, 10019