Form D · Private Equity Fund

Wheelhouse 360 Fund I LP

Stamford, CT · CIK 0001893869

Offering snapshot reported Feb 9, 2023 · SEC filing

Reported sold: $47.6M
Investors reported: 68
Minimum accepted: $0
First sale: Feb 25, 2022

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 68

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 9, 2023	Amendment	$47,587,500	No comparison	68	SEC filing
Feb 9, 2022	Amendment	Yet to sell	No comparison	0	SEC filing
Nov 16, 2021	Amendment	Yet to sell	No comparison	0	SEC filing
Nov 15, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-421222

Source: Form D, filed Feb 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

WHEELHOUSE 360 FUND I LP

Investment adviser: WHEELHOUSE 360 ADVISORS LP

Gross asset value: $52.8M
Beneficial owners: 86
ADV minimum commitment: $1

Reported in Form ADV on Mar 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ESHARES, INC. D/B/A CARTA, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO NEW YORK, New York, United States

Custodian CITIZENS PRIVATE BANK RIVERSIDE, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BDO
PCAOB 243

CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80

Filing source

Form ADV 2078175 · Mar 28, 2026 · Schedule D 7.B.(1), fund 805-2860533813

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
Name	Reported role
Ann Berry	Executive
Robert M. Lia	Executive
Brent Montgomery	Executive
N/A Wheelhouse 360 Advisors Lp	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4 Star Point Suite 201
Stamford, CT, 06902