Form D · Hedge Fund
Rose Grove Wellesley Fund LP
Wellesley, MA · CIK 0001856919
Offering snapshot reported Sep 8, 2026 · SEC filing
- Reported sold
- $80.6M Indefinite offering
- Investors reported
- 95 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Aug 1, 2021 As reported in this filing
Fundraising history
Reported soldDates 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$80,057,000 → $80,557,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 8, 2026 | Amendment | $80,557,000 | $500,000vs Sep 5, 2025 | 95 | SEC filing |
| Sep 5, 2025 | Amendment | $80,057,000 | No comparison | Not reported | SEC filing |
| Sep 5, 2024 | Amendment | $79,257,000 | $3,000,000vs Sep 5, 2023 | 91 | SEC filing |
| Sep 5, 2023 | Amendment | $76,257,000 | $3,350,000vs Sep 2, 2022 | 89 | SEC filing |
| Sep 2, 2022 | Amendment | $72,907,000 | $45,317,000vs Sep 2, 2021 | 84 | SEC filing |
| Sep 2, 2021 | Initial | $27,590,000 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.96M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-412183
Includes only securities sold to U.S. investors by the Issuer in reliance on Regulation D (e.g., excludes securities sold to non-U.S. investors in reliance on Regulation S).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| J.P. Morgan Securities LLC | 79 |
Source: Form D, filed Sep 8, 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
ROSE GROVE WELLESLEY FUND LP
Investment adviser: ROSE GROVE CAPITAL MANAGEMENT, LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 10, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2059171 · Mar 10, 2026 · Schedule D 7.B.(1), fund 805-8419906461
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.
| Name | Reported role |
|---|---|
| R. Jeffrey Chandler | Executive |
| Hope Pascucci | Executive |
| Michael P. Pascucci | Executive |
| N/A Rose Grove Capital Management, Llc | Executive |
| N/A Rose Grove Gp I, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Wellesley, MA, 02482