Form D · Hedge Fund

TACONY INVESTMENT PARTNERSHIP LP

Juno Beach, FL · CIK 0001140139

Offering snapshot reported Oct 28, 2026 · SEC filing

Reported sold
$29.3M
Indefinite offering
Investors reported
56
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 1, 2001
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$14.6M$29.3MOct 27, 2021: $29,178,056.00Oct 27, 2021Oct 27, 2022: $29,278,056.00Oct 27, 2022Oct 27, 2023: $29,278,056.00Oct 27, 2023Oct 28, 2024: $29,288,056.00Oct 28, 2024Oct 28, 2025: $29,288,056.00Oct 28, 2025Oct 28, 2026: $29,288,056.00Oct 28, 2026

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
Oct 28, 2026Amendment$29,288,056$0vs Oct 28, 202556SEC filing
Oct 28, 2025Amendment$29,288,056$0vs Oct 28, 202456SEC filing
Oct 28, 2024Amendment$29,288,056$10,000vs Oct 27, 202356SEC filing
Oct 27, 2023Amendment$29,278,056$0vs Oct 27, 202256SEC filing
Oct 27, 2022Amendment$29,278,056$100,000vs Oct 27, 202156SEC filing
Oct 27, 2021Initial$29,178,056No comparison66SEC filing

Offering details

Securities
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
021-418809

Source: Form D, filed Oct 28, 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

TACONY INVESTMENT PARTNERSHIP, L.P.

Investment adviser: WILMAR ADVISORS LLC

Gross asset value
$128M
Beneficial owners
61
ADV minimum commitment
$250K

Reported in Form ADV on Mar 19, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KOELLE, NERI & MAHER LLC WILLOW GROVE, Pennsylvania, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian OPPENHEIMER & CO. INC. NEW YORK, New York, United States Related to adviser: No
Prime broker OPPENHEIMER & CO. INC. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY & CO. LLC
SEC 8-15869

OPPENHEIMER & CO. INC.
SEC 8-4077

OPPENHEIMER & CO. INC.
CRD 249 · SEC 8-4077

Filing source

Form ADV 2074901 · Mar 19, 2026 · Schedule D 7.B.(1), fund 805-6024410104

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
Jason Frede Executive
William Leventon Executive
Trumbull Advisors, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
404 Ocean One Lane
Juno Beach, FL, 33408