Form D · Other Investment Fund
Watermill-Transportation Pref Partners, LP
Lexington, MA · CIK 0001765735
Offering snapshot reported Jan 24, 2019 · SEC filing
- Reported sold
- $10.5M Offering amount: $10.5M
- Investors reported
- 38 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 9, 2019 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 24, 2019 | Initial | $10,477,511 | No comparison | 38 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-331320
Source: Form D, filed Jan 24, 2019. 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
WATERMILL-TRANSPORTATION PREF PARTNERS, LP
Investment adviser: WATERMILL MANAGEMENT COMPANY, LLC
- Gross asset value
- $10.6M
- Beneficial owners
- 50
- ADV minimum commitment
- $20.7K
Reported in Form ADV on Jan 3, 2023. 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
KAHN, LITWIN, RENZA & CO., LTD.
PCAOB 2882
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
Filing source
Form ADV 1697181 · Jan 3, 2023 · Schedule D 7.B.(1), fund 805-1281039093
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 |
|---|---|
| Steven E. Karol | Executive |
| Dale S. Okonow | Executive |
| Benjamin Proctor | Executive |
| N/A Watermill Transportation Enterprises, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Lexington, MA, 02421