Form D · Other Investment Fund
W.H.I. Growth Fund, L.P.
Chicago, IL · CIK 0001475722
Offering snapshot reported Jan 5, 2018 · SEC filing
- Reported sold
- $0 Indefinite offering
- Investors reported
- 277 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Apr 1, 1987 As reported in this filing
Fundraising history
Reported soldDates 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$880,000 → $0
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 5, 2018 | Amendment | $0 | -$880,000vs Jan 6, 2016 | 277 | SEC filing |
| Jan 6, 2017 | Amendment | $615,000 | -$6,358,548vs Jan 8, 2015 | 277 | SEC filing |
| Jan 6, 2016 | Amendment | $880,000 | -$6,093,548vs Jan 8, 2015 | 277 | SEC filing |
| Jan 8, 2015 | Amendment | $6,973,548 | $1,118,548vs Jan 8, 2014 | 277 | SEC filing |
| Jan 8, 2014 | Amendment | $5,855,000 | -$2,989,827vs Jan 8, 2013 | 272 | SEC filing |
| Jan 8, 2013 | Amendment | $8,844,827 | -$257,007,015vs Jan 13, 2012 | 269 | SEC filing |
| Jan 13, 2012 | Amendment | $265,851,842 | $15,980,900vs Jan 12, 2011 | 269 | SEC filing |
| Jan 12, 2011 | Amendment | $249,870,942 | $2,155,000vs Jan 12, 2010 | 264 | SEC filing |
| Jan 12, 2010 | Initial | $247,715,942 | No comparison | 250 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-137694
Total amount sold during the period 1/1/17-4/28/17. The Fund closed effective 4/28/2017.
Source: Form D, filed Jan 5, 2018. 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
W.H.I. GROWTH FUND, L.P.
Investment adviser: WILLIAM HARRIS INVESTORS, INC.
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Sep 14, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 1040600 · Sep 14, 2016 · Schedule D 7.B.(1), fund 805-4326608624
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 |
|---|---|
| Jack R Polsky | Director |
| Charles V Polsky | Director, Executive |
| Michael S. Resnick | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606