Form D · Hedge Fund

OPPENHEIMER SPENCE FINANCIAL SERVICES PARTNERSHIP LP

New York, NY · CIK 0000918273

Offering snapshot reported Mar 2, 2021 · SEC filing

Reported sold
$34.6M
Indefinite offering
Investors reported
143
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 15, 1994
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$17.3M$34.6MFeb 24, 2010: $29,471,313.00Feb 24, 2010Mar 11, 2010: $31,171,313.00Mar 10, 2011: $32,331,313.00Mar 9, 2012: $32,594,086.00Mar 8, 2013: $33,159,413.00Mar 7, 2014: $33,909,413.00Mar 6, 2015: $33,909,413.00Mar 4, 2016: $33,909,413.00Mar 3, 2017: $33,909,413.00Mar 2, 2018: $33,909,413.00Mar 5, 2019: $34,109,413.00Mar 5, 2020: $34,109,413.00Mar 2, 2021: $34,609,413.00Mar 2, 2021

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$34,109,413 → $34,609,413

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 2, 2021Amendment$34,609,413$500,000vs Mar 5, 2020143SEC filing
Mar 5, 2020Amendment$34,109,413$0vs Mar 5, 2019143SEC filing
Mar 5, 2019Amendment$34,109,413$200,000vs Mar 2, 2018143SEC filing
Mar 2, 2018Amendment$33,909,413$0vs Mar 3, 2017142SEC filing
Mar 3, 2017Amendment$33,909,413$0vs Mar 4, 2016142SEC filing
Mar 4, 2016Amendment$33,909,413$0vs Mar 6, 2015142SEC filing
Mar 6, 2015Amendment$33,909,413$0vs Mar 7, 2014142SEC filing
Mar 7, 2014Amendment$33,909,413$750,000vs Mar 8, 2013142SEC filing
Mar 8, 2013Amendment$33,159,413$565,327vs Mar 9, 2012142SEC filing
Mar 9, 2012Amendment$32,594,086$262,773vs Mar 10, 2011141SEC filing
Mar 10, 2011Amendment$32,331,313$1,160,000vs Mar 11, 2010140SEC filing
Mar 11, 2010Amendment$31,171,313$1,700,000vs Feb 24, 2010137SEC filing
Feb 24, 2010Amendment$29,471,313No comparison132SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-91827-3N

Source: Form D, filed Mar 2, 2021. 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
Oppvest Llc Executive
Philip Victor Oppenheimer Executive
Carl Kirby Oppenheimer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
119 W 57 Th St
New York, NY, 10019