Form D · Hedge Fund

Liberty Wealth Protection Fund, L.P.

Colleyville, TX · CIK 0001475025

Offering snapshot reported May 20, 2015 · SEC filing

Reported sold
$14.4M
Indefinite offering
Investors reported
23
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 30, 2009
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.18M$14.4MOct 22, 2009: $1,350,000.00Oct 22, 2009Oct 13, 2010: $12,680,000.00May 26, 2011: $12,680,000.00May 31, 2012: $13,825,829.00May 21, 2013: $14,178,087.00May 20, 2014: $14,178,087.00May 20, 2015: $14,362,389.00May 20, 2015: $14,362,389.00May 20, 2015

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 20, 2015Amendment$14,362,389$184,302vs May 20, 201423SEC filing
May 20, 2015Amendment$14,362,389$0vs May 20, 201523SEC filing
May 20, 2014Amendment$14,178,087$0vs May 21, 201322SEC filing
May 21, 2013Amendment$14,178,087$352,258vs May 31, 201222SEC filing
May 31, 2012Amendment$13,825,829$1,145,829vs May 26, 201121SEC filing
May 26, 2011Amendment$12,680,000$0vs Oct 13, 201010SEC filing
Oct 13, 2010Amendment$12,680,000$11,330,000vs Oct 22, 200910SEC filing
Oct 22, 2009Initial$1,350,000No comparison1SEC 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
021-135526

Source: Form D, filed May 20, 2015. 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
William Arenz Director, Executive
Craig Caudle Director
David Hedreen Director
Wililam Kingsberry Director
Ted Kingsberry Director
Chris Mc Kinzie Director
William Sachs Director, Executive
James C. Ward Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1117 Glade Road Suite 120
Colleyville, TX, 76034