Form D · Hedge Fund

PWK PARTNERS QP, L.P.

Chicago, IL · CIK 0001537837

Offering snapshot reported Sep 20, 2012 · SEC filing

Reported sold
$6.86M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 31, 2012
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 6

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 20, 2012Amendment$6,860,000No comparison6SEC filing
Aug 17, 2012AmendmentYet to sellNo comparison0SEC filing
Jan 19, 2012InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$69K (estimated)
Finders' fees
$0
Form D file number
021-172126
Includes payments by Kovitz Investment Group, LLC, the Invesment 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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RecipientCRDAssociated broker-dealer
Kovitz Securities, LLC129878

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.

People and organizations reported in Form D filings
NameReported role
Marc S. Brenner Executive
Steven E. Hengst Executive
Mitchell A. Kovitz Executive
Jonathan A. Shapiro Executive
Patrick Walsh Director
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