Form D · Hedge Fund
PWK PARTNERS ATLAS FUND I, L.P.
Chicago, IL · CIK 0001541562
Offering snapshot reported Sep 20, 2012 · SEC filing
- Reported sold
- $2.18M Indefinite offering
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 7, 2012 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 12
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 20, 2012 | Amendment | $2,175,000 | No comparison | 12 | SEC filing |
| Aug 17, 2012 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Feb 8, 2012 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $293K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-173055
Includes payments by Kovitz Investment Group, LLC, the Investment Manager of the Issuer ("KIG") to employees who are also representatives of Kovitz Securities, LLC, which is under common ownership with KIG and affiliated with the GP of the Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Kovitz Securities, LLC | 129878 |
Source: Form D, filed Sep 20, 2012. 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.
| Name | Reported role |
|---|---|
| Marc S. Brenner | Executive |
| Steven E. Hengst | Executive |
| Mitchell A. Kovitz | Executive |
| Jonathan A. Shapiro | Executive |
| Patrick Walsh | Executive |
| Bruce A. Weininger | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
115 S. Lasalle St., 27 Th Floor
Chicago, IL, 60603
Chicago, IL, 60603