Capital Flow Monitor · Sponsors · CIK 1257767
CHARTWELL FAMILY FUND TFI LP
73-061 EL PASEO, SUITE 200, PALM DESERT, CA, 92260 · 760-341-4888
Pooled Investment Fund / Hedge Fund · Limited Partnership· inc. CALIFORNIA true
Fit score
—
Offering
$200.0M
Sold
$35.6M
% sold
17.8%
Investors
62
Min investment
$1.0M
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-11-12 | D/A ·current | 506(b) | $200.0M | $35.6M | 17.8% | 62 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
-
N/A Chartwell Family Office, LLC — Executive Officer, Palm Desert, CA
1 other raise
- CHARTWELL FAMILY FUND LP $90.0M of $200.0M · 45.0%
-
Fred A. Fern — Executive Officer, Palm Desert, CA
2 other raises
- CHARTWELL FAMILY FUND LP $90.0M of $200.0M · 45.0%
- Chartwell Family ETF Fund, L.P. $31.4M of —
Placement agents
- No sales compensation reported — direct raise.
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.