Form D · Other Real Estate

WATERTON KJ BOND PARTNERS, L.L.C.

Chicago, IL · CIK 0001687540

Offering snapshot reported Oct 20, 2016 · SEC filing

Reported sold
$4.84M
Offering amount: $5M
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 27, 2016
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
Oct 20, 2016Initial$4,840,000No comparison28SEC 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
021-272958

Source: Form D, filed Oct 20, 2016. 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 KJ BOND PARTNERS, L.L.C.

Investment adviser: WATERTON INVESTMENT ADVISER, L.L.C.

Gross asset value
$3.65M
Beneficial owners
28
ADV minimum commitment
$25K

Reported in Form ADV on Mar 25, 2020. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG CHICAGO, Illinois, United States
Custodian BANK OF AMERICA NA CHARLOTTE, North Carolina, 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

ERNST & YOUNG
PCAOB 42

Filing source

Form ADV 1389182 · Mar 25, 2020 · Schedule D 7.B.(1), fund 805-4916678038

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
David Schwartz Director, Executive, Promoter
Peter Vilim Director, Executive, Promoter
* Waterton Associates L.L.C. Executive, Promoter
* Waterton Kj Bond Manager, L.L.C. Executive, Promoter

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
30 South Wacker Drive Suite 3600
Chicago, IL, 60606