Form D · Hedge Fund
WHITE RIVER PARTNERS LP
San Francisco, CA · CIK 0001045768
Offering snapshot reported Mar 7, 2017 · SEC filing
- Reported sold
- $155M Indefinite offering
- Investors reported
- 70 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jan 1, 2000 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
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 7, 2017 | Amendment | $155,203,141 | $0vs Feb 25, 2016 | 70 | SEC filing |
| Feb 25, 2016 | Amendment | $155,203,141 | $0vs Mar 25, 2015 | 70 | SEC filing |
| Mar 25, 2015 | Amendment | $155,203,141 | $0vs Mar 7, 2014 | 70 | SEC filing |
| Mar 7, 2014 | Amendment | $155,203,141 | $1,025,000vs Mar 14, 2013 | 69 | SEC filing |
| Mar 14, 2013 | Amendment | $154,178,141 | $2,300,000vs Mar 14, 2012 | 69 | SEC filing |
| Mar 14, 2012 | Amendment | $151,878,141 | $636,200vs Mar 14, 2011 | 66 | SEC filing |
| Mar 14, 2011 | Amendment | $151,241,941 | $65,933,169vs Mar 12, 2010 | 65 | SEC filing |
| Mar 12, 2010 | Amendment | $85,308,772 | $59,669,972vs Mar 12, 2009 | 52 | SEC filing |
| Mar 12, 2009 | Amendment | $25,638,800 | No comparison | Not reported | SEC filing |
| Apr 3, 2006 | Paper | Not reported | No comparison | Not reported |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $406K
- Finders' fees
- $0
- Form D file number
- 021-88432
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| David Frederick Hansen | 709328 | SF Sentry Securities, Inc. · CRD 27432 |
| Wilma J. Engel | 135918 |
Source: Form D, filed Mar 7, 2017. 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
WHITE RIVER PARTNERS, L.P.
Investment adviser: WHITE RIVER INVESTMENT PARTNERS, LLC
- Gross asset value
- $101M
- Beneficial owners
- 31
- ADV minimum commitment
- $1M
Reported in Form ADV on Mar 27, 2015. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
SEC 8-526
J.P. MORGAN CLEARING CORP.
SEC 8-43724
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
CRD 3466 · SEC 8-526
J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724
Filing source
Form ADV 885027 · Mar 27, 2015 · Schedule D 7.B.(1), fund 805-1631878346
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 |
|---|---|
| Allen Carpe Benello | Executive |
| Not Applicable White River Investment Partners, Llc | Executive, Promoter |
| N/A White River Investment Partners, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111