Form D · Other Investment Fund

Schroder Taft-Hartley Income Fund, L.P.

New York, NY · CIK 0001820446

Offering snapshot reported Jul 26, 2022 · SEC filing

Reported sold
$550M
Indefinite offering
Investors reported
24
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 8, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$275M$550MJul 16, 2021: $549,600,000.00Jul 16, 2021Jul 26, 2022: $549,600,000.00Jul 26, 2022

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 26, 2022Amendment$549,600,000$0vs Jul 16, 202124SEC filing
Jul 16, 2021Amendment$549,600,000No comparisonNot reportedSEC filing
Aug 20, 2020Initial$549,600,000No comparison24SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-373730

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
SCHRODER FUND ADVISORS LLC24129

Source: Form D, filed Jul 26, 2022. 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

SCHRODER TAFT-HARTLEY INCOME FUND, L.P.

Investment adviser: SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

Gross asset value
Not reported
Beneficial owners
Not reported
ADV minimum commitment
Not reported

Reported in Form ADV on Mar 30, 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 2082108 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-5199152526

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
Marc J. Brookman Executive
Paul Chislett Director
Mark A. Hemenetz Director, Executive
Lisa Hornby Director
Richard J. Lowe Director
Philip Robert Middleton Director, Executive
Kristie Perrotta Director, Executive
Tiffani Potesta Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
7 Bryant Park
New York, NY, 10018-3706