Fitzwilliams Investment Fund LLC — Form D

Fitzwilliams Investment Fund LLC of CHESAPEAKE, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2025-06-25. The offering totals $5.0M, of which $600K was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2025-06-25
Form: D
Accession: 0002074305-25-000001
Industry: Pooled Investment Fund
Exemptions: 06b
Total offering: $5.0M
Amount sold: $600K
Remaining: $4.4M
Minimum investment: $50K
Investors: 1
Date of first sale: 2025-06-09
Security types: equity, fund interests
Revenue range: Decline to Disclose
SEC file number: 021-549843

Issuer

Name: Fitzwilliams Investment Fund LLC
CIK: 0002074305
Entity type: Limited Liability Company
Jurisdiction: VIRGINIA
Incorporated: 2025
Address: 860 GREENBRIER CIR. STE 101, CHESAPEAKE, VA, 23320
Phone: 757-961-0700

Officers, directors & promoters (11)

Name	Role	Location
Timothy J Fitzwilliams	Executive Officer	Chesapeake, VA
Fitzwilliams Financial J Inc.	Executive Officer	Chesapeake, VA
Fitzwilliams Wealth Management J Inc.	Executive Officer	Chesapeake, VA
Brian J Lindberg	Executive Officer	Chesapeake, VA
Fitzwilliams Fund Solutions J LLC	Executive Officer	Chesapeake, VA
Fitzwilliams Tax Management J LLC	Executive Officer	Chesapeake, VA
Ron J Wright	Executive Officer	Chesapeake, VA
Timothy J Fitzwilliams	Promoter	Chesapeake, VA
Brian J Lindberg	Promoter	Chesapeake, VA
Fitzwilliams Fund Solutions J LLC	Promoter	Chesapeake, VA
Ron J Wright	Promoter	Chesapeake, VA

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