Form D · Other Investment Fund
Tunbridge Partners LLC
New York, NY · CIK 0001648563
Offering snapshot reported Sep 16, 2015 · SEC filing
- Reported sold
- $311M Indefinite offering
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 30, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 13
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 16, 2015 | Amendment | $310,500,000 | No comparison | 13 | SEC filing |
| Jul 28, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-244528
Source: Form D, filed Sep 16, 2015. 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
TUNBRIDGE PARTNERS LLC
Investment adviser: HW CAPITAL ADVISORS, LLC
- Gross asset value
- $460M
- Beneficial owners
- 284
- ADV minimum commitment
- $20M
Reported in Form ADV on Mar 31, 2017. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Filing source
Form ADV 1097207 · Mar 31, 2017 · Schedule D 7.B.(1), fund 805-6723112664
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.
| Name | Reported role |
|---|---|
| Brian Finn | Executive |
| Sean Gallary | Executive |
| David Hodes | Executive |
| Sole Member Hodes Weill & Associates, Lp | Promoter |
| Mark Longstreth | Executive |
| Scott Schaen | Executive |
| William Spiegel | Executive |
| Vipul Tandon | Executive |
| Douglas Weill | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10022