Form D · Hedge Fund

WHARD Stewart Partners LP

Chichester, X0 · CIK 0001564991

Offering snapshot reported Dec 11, 2017 · SEC filing

Reported sold
$80.6M
Indefinite offering
Investors reported
21
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 1, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$40.3M$80.6MDec 27, 2012: $26,450,000.00Dec 27, 2012Dec 24, 2013: $55,000,000.00Dec 24, 2013Dec 12, 2014: $65,500,000.00Dec 12, 2014Dec 11, 2015: $69,500,000.00Dec 11, 2015Dec 12, 2016: $80,400,000.00Dec 12, 2016Dec 11, 2017: $80,626,465.00Dec 11, 2017

Dates 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.

  • Reported sold$80,400,000 → $80,626,465
  • Reported investors19 → 21

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 11, 2017Amendment$80,626,465$226,465vs Dec 12, 201621SEC filing
Dec 12, 2016Amendment$80,400,000$10,900,000vs Dec 11, 201519SEC filing
Dec 11, 2015Amendment$69,500,000$4,000,000vs Dec 12, 201418SEC filing
Dec 12, 2014Amendment$65,500,000$10,500,000vs Dec 24, 201318SEC filing
Dec 24, 2013Amendment$55,000,000$28,550,000vs Dec 27, 201217SEC filing
Dec 27, 2012Initial$26,450,000No comparison7SEC 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
021-189012

Source: Form D, filed Dec 11, 2017. 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.

People and organizations reported in Form D filings
NameReported role
Roisin Addlestone Director
Roisin Cater Director
John Donohoe Director
Whard Stewart Gp Cayman Limited Executive
Whard Stewart (Uk) Llp Executive
Walter Womersley Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Whard Stewart (Uk) Llp Bicentennial Building; Southern Gate
Chichester, X0, PO19 8EZ