Form D · Other Investment Fund
TrueBridge Select Fund I, L.P.
Chapel Hill, NC · CIK 0001831884
Offering snapshot reported Mar 25, 2021 · SEC filing
- Reported sold
- $156M Offering amount: $156M
- Investors reported
- 305 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 13, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 305
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 25, 2021 | Amendment | $155,500,000 | No comparison | 305 | SEC filing |
| Nov 12, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $166K
- Finders' fees
- $0
- Form D file number
- 021-380432
Total Offering Amount and Total Amount Sold represents the aggregate offering amount of the Issuer and its parallel fund, TrueBridge Select Fund I (Cayman), L.P.
Certain Private Placement clients of Morgan Stanley Smith Barney LLC (MSSB) are required to pay (i) an upfront placement fee directly to MSSB, and (ii) an ongoing annual fee to the Issuer (a portion of which is then paid to MSSB).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Morgan Stanley Smith Barney LLC | 149777 |
Source: Form D, filed Mar 25, 2021. 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.
| Name | Reported role |
|---|---|
| Edwin Poston | Executive |
| N/A True Bridge Capital Partners Llc | Executive |
| N/A True Bridge Capital Partners, Llc | Executive |
| N/A True Bridge Select Fund I Gp, Llc | Executive |
| Mel A. Williams | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1011 South Hamilton Road, Suite 400
Chapel Hill, NC, 27517
Chapel Hill, NC, 27517