Form D · Private Equity Fund

Waterton Copper LP

Toronto, A6 · CIK 0001989171

Offering snapshot reported Aug 9, 2023 · SEC filing

Reported sold
$465M
Indefinite offering
Investors reported
18
Form D · investor count
Minimum accepted
$1.77M
Reported outside-investor minimum
First sale
Aug 4, 2023
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 9, 2023Initial$465,000,000No comparison18SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-489266
Investors have committed to invest, but not all funds have been received.

Source: Form D, filed Aug 9, 2023. 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

WATERTON COPPER LP

Investment adviser: WATERTON COPPER MANAGEMENT, INC.

Gross asset value
$826M
Beneficial owners
25
ADV minimum commitment
$10K

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LTD. GEORGE TOWN, Cayman Islands
Custodian CITIBANK, N.A. GREENWICH, Connecticut, United States Related to adviser: No
Custodian RBC DOMINION SECURITIES INC. TORONTO, ON, Canada Related to adviser: No
Custodian STONE X FINANCIAL LTD LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

CITIBANK, N.A.
LEI E57ODZWZ7FF32TWEFA76

RBC DOMINION SECURITIES INC.
LEI 549300QJJX6CVVUXLE15

Filing source

Form ADV 2080808 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-3487647969

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
N/A N/A Waterton Copper Gp Llc Promoter
Richard John Wells Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2 Bloor Street East, Suite 1530
Toronto, A6, M4W 1A8