Form D · Other Investment Fund

TBK PARTNERS LLC

Stamford, CT · CIK 0001459798

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold
$563M
Indefinite offering
Investors reported
159
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Mar 31, 1989
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$282M$563MMar 12, 2009Mar 11, 2010: $541,383,000.00Mar 15, 2011: $543,441,218.00Mar 14, 2012: $543,441,218.00Feb 27, 2013: $544,441,218.00Feb 27, 2014: $544,941,218.00Feb 27, 2015: $544,941,218.00Feb 26, 2016: $549,941,218.00Feb 27, 2017: $552,754,440.00Feb 15, 2018: $558,857,268.00Jan 24, 2019: $558,857,268.00Jan 24, 2020: $561,357,268.00Jan 22, 2021: $562,857,268.00Jan 18, 2022: $562,857,268.00Jan 17, 2023: $563,357,268.00Jan 17, 2024: $563,357,268.00Jan 16, 2025: $563,357,268.00Jan 16, 2026: $563,357,268.00Jan 16, 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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2026Amendment$563,357,268$0vs Jan 16, 2025159SEC filing
Jan 16, 2025Amendment$563,357,268$0vs Jan 17, 2024159SEC filing
Jan 17, 2024Amendment$563,357,268$0vs Jan 17, 2023159SEC filing
Jan 17, 2023Amendment$563,357,268$500,000vs Jan 18, 2022159SEC filing
Jan 18, 2022Amendment$562,857,268$0vs Jan 22, 2021149SEC filing
Jan 22, 2021Amendment$562,857,268$1,500,000vs Jan 24, 2020149SEC filing
Jan 24, 2020Amendment$561,357,268$2,500,000vs Jan 24, 2019146SEC filing
Jan 24, 2019Amendment$558,857,268$0vs Feb 15, 2018145SEC filing
Feb 15, 2018Amendment$558,857,268$6,102,828vs Feb 27, 2017145SEC filing
Feb 27, 2017Amendment$552,754,440$2,813,222vs Feb 26, 2016141SEC filing
Feb 26, 2016Amendment$549,941,218$5,000,000vs Feb 27, 2015140SEC filing
Feb 27, 2015Amendment$544,941,218$0vs Feb 27, 2014139SEC filing
Feb 27, 2014Amendment$544,941,218$500,000vs Feb 27, 2013126SEC filing
Feb 27, 2013Amendment$544,441,218$1,000,000vs Mar 14, 2012125SEC filing
Mar 14, 2012Amendment$543,441,218$0vs Mar 15, 2011113SEC filing
Mar 15, 2011Amendment$543,441,218$2,058,218vs Mar 11, 2010106SEC filing
Mar 11, 2010Amendment$541,383,000No comparison104SEC filing
Mar 12, 2009PaperNot reportedNo comparisonNot reportedSEC 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
021-128743

Source: Form D, filed Jan 16, 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

TBK PARTNERS, LLC

Investment adviser: TWEEDY, BROWNE COMPANY LLC

Gross asset value
$432M
Beneficial owners
74
ADV minimum commitment
$1M

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor WEAVER AND TIDWELL, L.L.P. NEW YORK, New York, United States
Custodian THE BANK OF NEW YORK MELLON CORPORATION BOSTON, Massachusetts, United States Related to adviser: No
Marketer AMG DISTRIBUTORS, INC. STAMFORD, Connecticut, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

WEAVER AND TIDWELL, L.L.P.
PCAOB 410

THE BANK OF NEW YORK MELLON CORPORATION
LEI 4EP6JBYBTPTQ47LZOB67

AMG DISTRIBUTORS, INC.
CRD 27314 · SEC 8-43057

Filing source

Form ADV 2116217 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-8192691913

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
William H. Browne Director
Roger R. De Bree Director
Jay Hill Director
John J. Hill Director
Jason J. Minard Director
Thomas H. Shrager Director
John D. Spears Director
Robert Q. Wyckoff, Jr. Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Station Place
Stamford, CT, 06902