Form D · Other Investment Fund
Wellington Tax Managed Bond Fund, L.P.
Boston, MA · CIK 0001791148
Offering snapshot reported Feb 20, 2020 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Minimum accepted$500,000 → $0
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 20, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Oct 25, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Debt, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-351839
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Wellington Funds Distributors Inc. | 152768 |
Source: Form D, filed Feb 20, 2020. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 |
|---|---|
| Wellington Funds (Us) Llc | Executive, Promoter |
| Wellington Management Company Llp | Executive, Promoter |
| Wellington Management Funds Inc. | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
Wellington Funds (Us) Llc 280 Congress Street
Boston, MA, 02210
Boston, MA, 02210