Form D · Private Equity Fund

Shelter Interchange L.P.

Rye, NY · CIK 0002021709

Offering snapshot reported May 6, 2025 · SEC filing

Reported sold
$25M
Indefinite offering
Investors reported
10
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 2, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$12.5M$25MMay 6, 2024: $25,000,000.00May 6, 2024May 6, 2025: $25,000,000.00May 6, 2025

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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 6, 2025Amendment$25,000,000$0vs May 6, 202410SEC filing
May 6, 2024Initial$25,000,000No comparison10SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-512487

Source: Form D, filed May 6, 2025. 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

SHELTER INTERCHANGE LP

Investment adviser: HAYBEACH CAPITAL MANAGEMENT, LLC

Gross asset value
$30.8M
Beneficial owners
10
ADV minimum commitment
$250K

Reported in Form ADV on Sep 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FORVIS MAZARS NEW YORK, New York, United States
Custodian JP MORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FORVIS MAZARS
PCAOB 686

Filing source

Form ADV 2135983 · Sep 30, 2026 · Schedule D 7.B.(1), fund 805-8931915280

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
Neil Desai Executive
Bradly Schwab Executive
. Shelter Interchange Gp Llc Promoter
Darren Yulfo Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
555 Theodore Fremd Avenue Suite C 303
Rye, NY, 10580