Form D · Hedge Fund

Sound Point CLO Equity Fund-A Series of Taylor Insurance Series LP

Darien, CT · CIK 0001669944

Offering snapshot reported Dec 28, 2022 · SEC filing

Reported sold: $77.7M
Investors reported: 17
Minimum accepted: $0
First sale: Mar 3, 2016

Fundraising history

Reported sold

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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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 28, 2022	Amendment	$77,719,789	$0vs Dec 20, 2019	17	SEC filing
Dec 22, 2021	Amendment	$77,719,789	$0vs Dec 21, 2020	17	SEC filing
Dec 21, 2020	Amendment	$77,719,789	$0vs Dec 20, 2019	17	SEC filing
Dec 20, 2019	Amendment	$77,719,789	$15,145,110vs Dec 20, 2018	17	SEC filing
Dec 20, 2019	Amendment	$77,719,789	$15,145,110vs Dec 20, 2018	17	SEC filing
Dec 20, 2018	Amendment	$62,574,679	$36,970,910vs Sep 27, 2017	10	SEC filing
Sep 27, 2017	Amendment	$25,603,769	-$1,032,748vs Sep 27, 2016	6	SEC filing
Sep 27, 2016	Amendment	$26,636,517	$2,055,501vs Mar 29, 2016	5	SEC filing
Mar 29, 2016	Initial	$24,581,016	No comparison	1	SEC filing

Offering details

Securities: Equity, 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: 021-260133

Source: Form D, filed Dec 28, 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

TAYLOR INSURANCE SERIES LP - SOUND POINT CLO EQUITY FUND

Investment adviser: TALSON CAPITAL MANAGEMENT L.P.

Gross asset value: $101M
Beneficial owners: 9
ADV minimum commitment: $500K

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian BANK OF NY MELLON NEW YORK, New York, United States Related to adviser: No

Custodian BMO HARRIS BANK NA CHICAGO, Illinois, United States Related to adviser: No

Custodian INTERACTIVE BROKERS GREENWICH, Connecticut, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC GREENWICH, Connecticut, United States Related to adviser: No

Marketer M HOLDINGS SECURITIES, INC. PORTLAND, Oregon, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Prime broker J.P. MORGAN SECURITIES LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

KPMG
PCAOB 185

J.P. MORGAN SECURITIES LLC
SEC 8-35008

M HOLDINGS SECURITIES, INC.
CRD 43285 · SEC 801-57304

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2127732 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-8990585896

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
Name	Reported role
Barry Francis Cronin	Executive
Dominic Napolitano	Executive
Jason Taylor	Executive
N/A Taylor Investment Advisors Lp	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

23 Old Kings Highway South
Darien, CT, 06820