Form D · Hedge Fund

Sims High Income Portfolio, L.P.

Boston, MA · CIK 0001444657

Offering snapshot reported Oct 9, 2018 · SEC filing

Reported sold
$14.3M
Offering amount: $14.3M
Investors reported
15
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jun 30, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.78M$15.6MFeb 6, 2009: $3,646,000.00Feb 6, 2009Dec 16, 2009: $6,806,000.00Dec 22, 2010: $9,286,000.00Dec 23, 2011: $9,306,000.00Mar 15, 2012: $9,506,000.00Sep 7, 2012: $11,016,000.00Sep 7, 2012: $11,016,000.00Apr 2, 2013: $11,406,000.00Sep 30, 2013: $11,406,000.00Sep 17, 2014: $11,731,000.00Oct 1, 2014: $11,731,000.00Mar 4, 2015: $9,948,729.00Aug 10, 2016: $15,553,729.00Oct 9, 2018: $14,311,646.00Oct 9, 2018

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.

  • Reported sold$9,948,729 → $14,311,646

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 9, 2018Amendment$14,311,646$4,362,917vs Mar 4, 201515SEC filing
Aug 10, 2016Amendment$15,553,729$5,605,000vs Mar 4, 201525SEC filing
Mar 4, 2015Amendment$9,948,729-$1,782,271vs Oct 1, 201415SEC filing
Oct 1, 2014Amendment$11,731,000$0vs Sep 17, 201417SEC filing
Sep 17, 2014Amendment$11,731,000$325,000vs Sep 30, 201317SEC filing
Sep 30, 2013Amendment$11,406,000$0vs Apr 2, 201315SEC filing
Apr 2, 2013Amendment$11,406,000$390,000vs Sep 7, 201215SEC filing
Sep 7, 2012Amendment$11,016,000$1,510,000vs Mar 15, 201215SEC filing
Sep 7, 2012Amendment$11,016,000$1,510,000vs Mar 15, 201215SEC filing
Mar 15, 2012Amendment$9,506,000$200,000vs Dec 23, 201113SEC filing
Dec 23, 2011Amendment$9,306,000$20,000vs Dec 22, 201012SEC filing
Dec 22, 2010Amendment$9,286,000$2,480,000vs Dec 16, 200912SEC filing
Dec 16, 2009Amendment$6,806,000$3,160,000vs Feb 6, 200911SEC filing
Feb 6, 2009Amendment$3,646,000No comparisonNot reportedSEC filing
Jan 9, 2009Amendment$3,446,000No comparisonNot reportedSEC filing
Sep 4, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$88.4K (estimated)
Finders' fees
$0
Form D file number
021-122220

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Herbert J. Sims & Co. Inc.3420

Source: Form D, filed Oct 9, 2018. 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
N/A Braintree Capital Partners, Llc Executive
Gayl A. Mileszko Executive
Barnet Sherman Executive
Arthur J Wunder Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Braintree Capital Partners Llc 175 Federal Street, 5 Th Floor
Boston, MA, 02110