Form D · Other Investment Fund
Wise Origin Bitcoin Index Fund I, LP
Boston, MA · CIK 0001822414
Offering snapshot reported Sep 13, 2024 · SEC filing
- Reported sold
- $166M Indefinite offering
- Investors reported
- 863 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Aug 31, 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.
- Reported sold$162,422,209 → $166,148,411
- Reported investors823 → 863
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 13, 2024 | Amendment | $166,148,411 | $3,726,202vs Sep 15, 2023 | 863 | SEC filing |
| Sep 15, 2023 | Amendment | $162,422,209 | $46,609,853vs Oct 24, 2022 | 823 | SEC filing |
| Oct 24, 2022 | Amendment | $115,812,356 | $52,971,324vs Sep 26, 2022 | 732 | SEC filing |
| Sep 26, 2022 | Amendment | $62,841,032 | -$63,728,277vs May 24, 2022 | 733 | SEC filing |
| May 24, 2022 | Amendment | $126,569,309 | $24,218,872vs May 26, 2021 | 689 | SEC filing |
| May 26, 2021 | Amendment | $102,350,437 | No comparison | Not reported | SEC filing |
| Aug 26, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Aug 26, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-374105
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Fidelity Brokerage Services LLC | 7784 | |
| Fidelity Distributors Company LLC | 17507 |
Source: Form D, filed Sep 13, 2024. 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 |
|---|---|
| Heather Bonner | Executive |
| N/A Fd Funds Gp Llc | Executive, Promoter |
| Bart Grenier | Director, Executive |
| Peter Jubber | Director, Executive |
| Cynthia Lo Bessette | Director, Executive |
| Christopher Rimmer | Director, Executive |
| Tanya Schuessler | Executive |
| Christopher Tyrer | Director, Executive |
| Annie Wong | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Boston, MA, 02210