Form D · Private Equity Fund

Watermark Investors Fund I, L.P.

Columbus, OH · CIK 0001878598

Offering snapshot reported Aug 23, 2021 · SEC filing

Reported sold
$10.2M
Offering amount: $60M
Investors reported
2
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Jul 30, 2021
As reported in this filing

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
Aug 23, 2021Initial$10,230,467No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-410957

Source: Form D, filed Aug 23, 2021. 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

WATERMARK INVESTORS FUND I, L.P.

Investment adviser: WATERMARK INVESTMENT MANAGEMENT COMPANY, LLC

Gross asset value
$32M
Beneficial owners
3
ADV minimum commitment
$500K

Reported in Form ADV on Mar 9, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GBQ C, Ohio, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GBQ
PCAOB 1808

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Filing source

Form ADV 2059819 · Mar 9, 2026 · Schedule D 7.B.(1), fund 805-3715429219

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
Gregory Chelap Executive
John F. Havens Ii Executive
Nick D. Philipp Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2000 Bethel Road Suite D
Columbus, OH, 43220