Form D · Hedge Fund

BT Select Fund I, LP

Atlanta, GA · CIK 0001762198

Offering snapshot reported Mar 18, 2021 · SEC filing

Reported sold
$11.3M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 1, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.65M$11.3MDec 20, 2018Jan 17, 2019: $3,810,000.00Mar 18, 2020: $8,700,000.00Mar 18, 2020Mar 18, 2021: $11,300,000.00Mar 18, 2021

Dates 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 investors0 → 30

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 18, 2021Amendment$11,300,000No comparison30SEC filing
Mar 18, 2020Amendment$8,700,000No comparison29SEC filing
Jan 17, 2019Amendment$3,810,000No comparison15SEC filing
Dec 20, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-328563

Source: Form D, filed Mar 18, 2021. 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

BT SELECT FUND I LP

Investment adviser: WAVERLY ADVISORS, LLC

Gross asset value
$5.43M
Beneficial owners
35
ADV minimum commitment
$250K

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RICHEY MAY & CO ENGLEWOOD, Colorado, United States
Custodian COMMERCEONE BIRMINGHAM, Alabama, 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

RICHEY MAY & CO
PCAOB 673

Filing source

Form ADV 2129842 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-3305467320

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
NameReported role
N/A Bt Funds Group, Llc Executive
N/A Bt Wealth Management, Llc Executive
Scott E Craig Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Bt Wealth Management, Llc, Riverwood 200 3300 Riverwood Parkway, Suite 1075
Atlanta, GA, 30339