Form D · Other Investment Fund

MERRITT CAPITAL PARTNERS LP

Darien, CT · CIK 0001319200

Offering snapshot reported Feb 9, 2022 · SEC filing

Reported sold
$38.2M
Offering amount: $500M
Investors reported
24
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Dec 31, 2004
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$82.2M$164MMar 13, 2009: $147,061,652.00Mar 13, 2009Feb 16, 2010: $164,462,836.00Feb 15, 2011: $151,222,375.00Feb 23, 2012: $127,736,520.00Feb 25, 2013: $80,262,009.00Feb 4, 2014: $81,590,847.00Feb 6, 2015: $75,626,822.00Feb 4, 2016: $72,974,173.00Feb 8, 2017: $69,103,635.00Jan 26, 2018: $51,296,294.00Jan 25, 2019: $49,732,601.00Feb 6, 2020: $57,915,099.00Feb 4, 2021: $42,640,619.00Feb 9, 2022: $38,211,132.00Feb 9, 2022

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$42,640,619 → $38,211,132
  • Reported investors25 → 24

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 9, 2022Amendment$38,211,132-$4,429,487vs Feb 4, 202124SEC filing
Jul 28, 2021Amendment$37,921,132No comparisonNot reportedSEC filing
Feb 4, 2021Amendment$42,640,619-$15,274,480vs Feb 6, 202025SEC filing
Feb 6, 2020Amendment$57,915,099$8,182,498vs Jan 25, 201935SEC filing
Jan 25, 2019Amendment$49,732,601-$1,563,693vs Jan 26, 201844SEC filing
Jan 26, 2018Amendment$51,296,294-$17,807,341vs Feb 8, 201747SEC filing
Feb 8, 2017Amendment$69,103,635-$3,870,538vs Feb 4, 201671SEC filing
Feb 4, 2016Amendment$72,974,173-$2,652,649vs Feb 6, 201569SEC filing
Feb 6, 2015Amendment$75,626,822-$5,964,025vs Feb 4, 201464SEC filing
Feb 4, 2014Amendment$81,590,847$1,328,838vs Feb 25, 201364SEC filing
Feb 25, 2013Amendment$80,262,009-$47,474,511vs Feb 23, 201264SEC filing
Feb 23, 2012Amendment$127,736,520-$23,485,855vs Feb 15, 201183SEC filing
Feb 15, 2011Amendment$151,222,375-$13,240,461vs Feb 16, 201087SEC filing
Feb 16, 2010Amendment$164,462,836$17,401,184vs Mar 13, 200987SEC filing
Mar 13, 2009Amendment$147,061,652No comparisonNot reportedSEC filing
Feb 23, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-74430

Source: Form D, filed Feb 9, 2022. 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
E. Robert Cotter Executive
Ernest Robert Cotter Executive
N. Thomas Kirkpatrick Executive
Nathan Thomas Kirkpatrick Executive
N/A Merritt Capital Investment Advisors, Llc Executive
Louis S. Wolfe Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
23 Old Kings Highway South
Darien, CT, 06820