Form D · Hedge Fund

Taylor Insurance Series - Silvercrest Insurance Series

Darien, CT · CIK 0001805691

Offering snapshot reported Dec 28, 2022 · SEC filing

Reported sold
$48.9M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Feb 25, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24.4M$48.9MMar 5, 2020: $20,344,471.00Mar 5, 2020Dec 22, 2021: $39,324,680.00Dec 22, 2021Dec 28, 2022: $48,873,374.00Dec 28, 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.

  • Reported sold$20,344,471 → $48,873,374

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 28, 2022Amendment$48,873,374$28,528,903vs Mar 5, 20201SEC filing
Dec 22, 2021Amendment$39,324,680$18,980,209vs Mar 5, 20201SEC filing
Mar 5, 2020Initial$20,344,471No comparison1SEC 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
021-362077

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 - SILVERCREST INSURANCE SERIES

Investment adviser: TALSON CAPITAL MANAGEMENT L.P.

Gross asset value
$67M
Beneficial owners
1
ADV minimum commitment
$1M

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 OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG NEW YORK, New York, United States
Custodian BMO HARRIS BANK CHICAGO, Illinois, United States Related to adviser: No
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG
PCAOB 185

CHARLES SCHWAB & CO., INC.
SEC 8-16514 · LEI 549300ZP8XN77GK5BS04

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Filing source

Form ADV 2127732 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-6623325472

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
Barry Cronin Executive
Dominic Napolitano Executive
N/A Taylor Investment Advisors Lp Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
23 Old Kings Hwy South
Darien, CT, 06820