Form D · Hedge Fund
Welton Advantage Fund Ltd
Hamilton, D0 · CIK 0001815228
Offering snapshot reported Nov 6, 2025 · SEC filing
- Reported sold
- $41M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Jun 16, 2020 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
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 |
|---|---|---|---|---|---|
| Nov 6, 2025 | Amendment | $41,000,000 | $0vs Nov 7, 2024 | 2 | SEC filing |
| Nov 7, 2024 | Amendment | $41,000,000 | $0vs Nov 9, 2023 | 2 | SEC filing |
| Nov 9, 2023 | Amendment | $41,000,000 | $0vs Nov 10, 2022 | 2 | SEC filing |
| Nov 10, 2022 | Amendment | $41,000,000 | $15,000,000vs Nov 12, 2021 | 2 | SEC filing |
| Nov 12, 2021 | Amendment | $26,000,000 | $0vs Jun 29, 2021 | 2 | SEC filing |
| Jun 29, 2021 | Amendment | $26,000,000 | $1,000,000vs Jun 29, 2020 | 2 | SEC filing |
| Jun 29, 2020 | Initial | $25,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, 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
- 021-369833
The recipients listed in Item 12 are paid an amount equal to a percentage of the management fee paid to the Investment Manager (or its affiliate) attributable to certain assets under management and/or the incentive allocation.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| EurekaCap Partners, Inc. | 000142248 | |
| Generation Alfa Ltd. | None | |
| Tangent Capital Partners, LLC | 000146999 | |
| Thomas A. Ducrot | 005387991 | EUROLINK SECURITIES LLC · CRD 000165041 |
Source: Form D, filed Nov 6, 2025. 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
WELTON ADVANTAGE FUND LTD
Investment adviser: WELTON INVESTMENT PARTNERS LLC
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2078256 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-7771802951
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 |
|---|---|
| James Keyes | Director |
| Paul Stevenson | Director |
| Welton Investment Partners Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Hamilton, D0, HM11