Sponsor Check › Chartwell Parent › Issuer
Limited Partnership · organized in DELAWARE · formed Over five years ago · NEW YORK, NY · SEC CIK 1960718
Part of sponsor group: Chartwell Parent (2 issuers, 13 filings) · grouped because: shared people, same business address · confidence 100% · Not the same sponsor? Request a correction
Data last updated: Oct 23, 2026, 5:45 PM ET · Latest filing by this issuer: Oct 21, 2026 · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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What will be compared: what the sponsor says publicly (website, marketing materials, claimed profile) against what public records show — SEC Form D filings, Form ADV adviser registration, and state business records. Every comparison is reviewed by a person before it is published.
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Sources to be compared: sponsor public claims · SEC Form D · SEC Form ADV (IAPD) · state business records · As of Oct 23, 2026, 9:16 PM ET.
0 of 5 offerings report sales commissions; 0 report finder's fees; 0 report proceeds to related persons.
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Mar 9, 2023 D File 021-475307 | $0 | $0 | $0 | None listed |
| EDGAR ↗ | Apr 28, 2025 D/A File 021-475309 | $0 | $0 | $0 | None listed |
| EDGAR ↗ | Aug 26, 2026 D File 021-595493 | $0 | $0 | $0 | None listed |
| EDGAR ↗ | Oct 21, 2026 D File 021-602043 | $0 | $0 | $0 | None listed |
| EDGAR ↗ | Oct 21, 2026 D File 021-602047 | $0 | $0 | $0 | None listed |
As reported by the issuer on Form D (Items 12–15), latest filing per offering. "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates.
Each filing as reported by the issuer. Open a row for the full plain-English detail.
| Filing | Form D filed Oct 21, 2026 SEC file no. 021-602047 · accession 0001960718-26-000003 |
|---|---|
| Raise progress | $111,750,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: Jul 31, 2026 · Form D filed: Oct 21, 2026 (82 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 85 days (0.2 years) |
| Annual amendments | Issuer reported the offering may last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 68 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Other: PROFITS INTERESTS |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | WILLIAM HALEY, VICE PRESIDENT AND SECRETARY (Oct 21, 2026) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: Indefinite. Typical range: $500,000–$7,000,000. Investors: 68. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D filed Oct 21, 2026 SEC file no. 021-602043 · accession 0001960718-26-000002 |
|---|---|
| Raise progress | $5,001,723 sold of $5,001,723 offered (100%) · $0 remaining |
| Filing timing | Date of first sale: Sep 25, 2026 · Form D filed: Oct 21, 2026 (26 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 29 days (0.1 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 56 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Equity |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | WILLIAM HALEY, VICE PRESIDENT AND SECRETARY (Oct 21, 2026) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: $5,001,723. Typical range: $500,000–$7,000,000. Investors: 56. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the EDGAR daily index |
| Filing | Form D filed Aug 26, 2026 SEC file no. 021-595493 · accession 0001960718-26-000001 |
|---|---|
| Raise progress | $6,250,000 sold of $6,250,000 offered (100%) · $0 remaining |
| Filing timing | Date of first sale: Apr 30, 2026 · Form D filed: Aug 26, 2026 (118 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 177 days (0.5 years) |
| Annual amendments | Issuer reported the offering is not expected to last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 1 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Equity |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | HARRIS KEALEY, VICE PRESIDENT AND SECRETARY (Aug 26, 2026) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: $6,250,000. Typical range: $500,000–$7,000,000. Investors: 1. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Apr 28, 2025 · amends 0001960718-24-000001 ↗ SEC file no. 021-475309 · accession 0001960718-25-000001 |
|---|---|
| Raise progress | $66,914,784 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 17, 2021 · Form D filed: Apr 28, 2025 (1442 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,986 days (5.4 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Apr 28, 2025. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 32 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Other: PROFITS INTERESTS |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | HARRIS KEALEY, VICE PRESIDENT AND SECRETARY (Apr 25, 2025) |
| Changes vs prior filing | total sold: $64,999,869 → $66,914,784 investors: 31 → 32 Compared with the D/A filed Apr 3, 2024 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: Indefinite. Typical range: $500,000–$7,000,000. Investors: 32. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D/A (amendment) filed Apr 3, 2024 · amends 0001960718-23-000002 ↗ SEC file no. 021-475309 · accession 0001960718-24-000001 |
|---|---|
| Raise progress | $64,999,869 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 17, 2021 · Form D filed: Apr 3, 2024 (1052 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,986 days (5.4 years) |
| Annual amendments | Issuer reported the offering may last more than one year. This filing is an amendment dated Apr 3, 2024. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 31 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Other: PROFITS INTERESTS |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | HARRIS KEALEY, VICE PRESIDENT AND SECRETARY (Apr 1, 2024) |
| Changes vs prior filing | total sold: $53,315,450 → $64,999,869 investors: 21 → 31 Compared with the D filed Mar 9, 2023 (EDGAR ↗). Amendment history as filed; no conclusion is drawn. |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: Indefinite. Typical range: $500,000–$7,000,000. Investors: 31. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Mar 9, 2023 SEC file no. 021-475309 · accession 0001960718-23-000002 |
|---|---|
| Raise progress | $53,315,450 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 17, 2021 · Form D filed: Mar 9, 2023 (661 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,986 days (5.4 years) |
| Annual amendments | Issuer reported the offering may last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 21 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Other: PROFITS INTERESTS |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | HARRIS KEALEY, VICE PRESIDENT AND SECRETARY (Mar 8, 2023) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: Indefinite. Typical range: $500,000–$7,000,000. Investors: 21. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
| Filing | Form D filed Mar 9, 2023 SEC file no. 021-475307 · accession 0001960718-23-000001 |
|---|---|
| Raise progress | $2,745,000 sold of Indefinite offered · Indefinite remaining |
| Filing timing | Date of first sale: May 17, 2021 · Form D filed: Mar 9, 2023 (661 days after first sale) Rule: a Form D is generally due within 15 days after the first sale. Both dates are shown as reported; no conclusion is drawn. |
| Time since first sale | 1,986 days (5.4 years) |
| Annual amendments | Issuer reported the offering may last more than one year. Rule: an ongoing offering generally files an amendment at least annually. Dates shown as reported; no conclusion is drawn. |
| Investors | 16 total · issuer reported no non-accredited investors |
| Exemption claimed | Rule 506(b) — no general advertising; up to 35 non-accredited investors allowed |
| Minimum investment accepted | $0 |
| Securities offered | Equity · business combination transaction |
| Industry / issuer size | Other · revenue range: Decline to Disclose |
| Who is paid to sell it | No sales compensation recipients listed on this filing. |
| Money to insiders | Sales commissions: $0 · Finder's fees: $0 · Proceeds to officers, directors, promoters: $0 |
| Signed by | HARRIS KEALEY, VICE PRESIDENT AND SECRETARY (Mar 8, 2023) |
| Market context | Minimum investment: $0. Typical range for similar offerings: $5,000–$50,000. Offering size: Indefinite. Typical range: $500,000–$7,000,000. Investors: 16. Typical range: 2–14. "Similar" = Other offerings claiming 506(b) filed in the last 5 years (18,678 filings); ranges are the middle half (25th–75th percentile). No ranking or score. |
| Source | This filing on SEC EDGAR ↗ · retrieved from the SEC Form D bulk data set |
All Form D filings for this CIK on SEC EDGAR ↗. History: 3 new offerings in the last 12 months · most recent filing Oct 21, 2026.
| Name | Relationship | Address state | On filings | Also listed on |
|---|---|---|---|---|
| ALBERTO DELGADO | Executive Officer | NY | Mar 9, 2023 → Oct 21, 2026 | — |
| WILLIAM HALEY | Executive Officer | NY | Aug 26, 2026 → Oct 21, 2026 | 3 other issuers |
| ADAM WEINSTEIN | Executive Officer | NY | Mar 9, 2023 → Apr 28, 2025 | 43 other issuers |
| HARRIS KEALEY | Executive Officer | NY | Mar 9, 2023 → Apr 28, 2025 | 5 other issuers |
Executive officers, directors and promoters as self-reported by the issuer. Licensed persons: FINRA BrokerCheck ↗ · SEC IAPD ↗.
Other issuers listing the same people:
Shared address: this business address appears on filings for 1 other issuer. Stated as a count only — many addresses are shared office buildings or registered agents.
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