Form D · Private Equity Fund
Morgan Stanley Expansion Capital Offshore Feeder LP
New York, NY · CIK 0001521981
Offering snapshot reported Sep 7, 2012 · SEC filing
- Reported sold
- $31.8M Offering amount: $31.8M
- Investors reported
- 29 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- May 27, 2011 As reported in this filing
Fundraising history
Reported soldDates 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$7,750,000 → $31,750,000
- Reported investors3 → 29
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 7, 2012 | Amendment | $31,750,000 | $24,000,000vs Jun 13, 2011 | 29 | SEC filing |
| Aug 24, 2011 | Amendment | $19,500,000 | $11,750,000vs Jun 13, 2011 | 14 | SEC filing |
| Jun 13, 2011 | Initial | $7,750,000 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $293K
- Finders' fees
- $0
- Form D file number
- 021-161198
Limited Partnership Interests
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 149777 | Morgan Stanely Smith Barney LLC · CRD 149777 |
Source: Form D, filed Sep 7, 2012. 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
MORGAN STANLEY EXPANSION CAPITAL OFFSHORE FEEDER LP
Investment adviser: MS CAPITAL PARTNERS ADVISER INC.
- Gross asset value
- $1.55M
- Beneficial owners
- 28
- ADV minimum commitment
- $500K
Reported in Form ADV on Apr 18, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
Filing source
Form ADV 641055 · Apr 18, 2012 · Schedule D 7.B.(1), fund 805-5783512507
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.
| Name | Reported role |
|---|---|
| Debra Abramovitz | Executive |
| Peter Chung | Director, Executive |
| Melissa Daniels | Director, Executive |
| Lincoln Isetta | Director, Executive |
| Alan Jones | Executive |
| N/A Ms Expansion Capital Gp Inc. | Promoter |
| Fred Steinberg | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10036