Form D · Hedge Fund

Orvieto Fund, L.P.

Boston, MA · CIK 0001850237

Offering snapshot reported Mar 24, 2026 · SEC filing

Reported sold
$143M
Indefinite offering
Investors reported
51
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Apr 1, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$71.6M$143MApr 9, 2021: $84,700,000.00Apr 9, 2021Apr 8, 2022: $114,175,000.00Apr 8, 2022Apr 4, 2023: $132,725,000.00Apr 4, 2023Apr 1, 2024: $135,525,000.00Apr 1, 2024Mar 25, 2025: $142,225,000.00Mar 25, 2025Mar 24, 2026: $143,225,000.00Mar 24, 2026

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$142,225,000 → $143,225,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 24, 2026Amendment$143,225,000$1,000,000vs Mar 25, 202551SEC filing
Mar 25, 2025Amendment$142,225,000$6,700,000vs Apr 1, 202451SEC filing
Apr 1, 2024Amendment$135,525,000$2,800,000vs Apr 4, 202346SEC filing
Apr 4, 2023Amendment$132,725,000$18,550,000vs Apr 8, 202246SEC filing
Apr 8, 2022Amendment$114,175,000$29,475,000vs Apr 9, 202140SEC filing
Apr 9, 2021Initial$84,700,000No comparison18SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-395271

Source: Form D, filed Mar 24, 2026. 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

ORVIETO FUND, L.P.

Investment adviser: ORVIETO PARTNERS, L.P.

Gross asset value
$189M
Beneficial owners
51
ADV minimum commitment
$1M

Reported in Form ADV on May 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JEFFERIES LLC
SEC 8-15074

MORGAN STANLEY & CO. LLC
SEC 8-15869

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 2102556 · May 1, 2026 · Schedule D 7.B.(1), fund 805-9252810809

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.

People and organizations reported in Form D filings
NameReported role
Tim Caffrey Executive
Orvieto Gp, Lp Executive
Orvieto Partners, Lp Executive, Promoter
Michael Tucker Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
21 Custom House St Suite 910
Boston, MA, 02110