Form D · Hedge Fund

Polaris Point, LP

Wayne, PA · CIK 0001766376

Offering snapshot reported Dec 29, 2020 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Yet to occur
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 29, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-384521

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
MCG Securities LLC163144

Source: Form D, filed Dec 29, 2020. 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

POLARIS POINT, LP

Investment adviser: BLUESTONE CAPITAL MANAGEMENT, LLC

Gross asset value
$2.95M
Beneficial owners
1
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES (BERMUDA) HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES DENVER, Colorado, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Marketer MCG SECURITIES LLC WAYNE, Pennsylvania, United States Related to adviser: Yes
Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

SPICER JEFFRIES
PCAOB 349

CHARLES SCHWAB & CO., INC.
SEC 8-16514

MCG SECURITIES LLC
CRD 163144 · SEC 8-69068

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Filing source

Form ADV 1924372 · Mar 31, 2025 · Schedule D 7.B.(1), fund 805-8426658817

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
N/A Alpha Capital Partners Lp Director
N/A Bluestone Capital Management Llc Director
N/A Polaris Point Gp, Llc Director
Brian C. Shevland Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
37 West Avenue, Suite 301
Wayne, PA, 19087