Form D · Other Investment Fund

270 Growth Fund I LP

New York, NY · CIK 0001920351

Offering snapshot reported May 4, 2023 · SEC filing

Reported sold
$455M
Offering amount: $455M
Investors reported
162
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Apr 5, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$227M$455MMay 11, 2022: $377,900,000.00May 11, 2022Apr 12, 2023: $454,700,000.00May 4, 2023: $454,700,000.00May 4, 2023

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 4, 2023Amendment$454,700,000$0vs Apr 12, 2023162SEC filing
Apr 12, 2023Amendment$454,700,000$76,800,000vs May 11, 2022162SEC filing
May 11, 2022Initial$377,900,000No comparison96SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$2.41M (estimated)
Finders' fees
$0
Form D file number
021-445234
Estimated maximum amount to be received by JPM, subject to future contingencies which may reduce this amount.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
N/ANoneJ.P. Morgan Securities LLC ("JPM") · CRD 79

Source: Form D, filed May 4, 2023. 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

270 GROWTH FUND I LP

Investment adviser: J.P. MORGAN INVESTMENT MANAGEMENT INC.

Gross asset value
$491M
Beneficial owners
162
ADV minimum commitment
$100K

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CITCO JERSEY CITY, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Marketer J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. NEW YORK, New York, United States Related to adviser: Yes
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Filing source

Form ADV 2126828 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-2103162634

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 270 Growth Fund Gp Llc Promoter
Samantha Beattie Executive
Brian Carlin Executive
Christopher Dawe Executive
N/A J.P. Morgan Investment Management Inc. Executive
Patrick Mc Goldrick Executive
Luke Sikora Executive
Rick Smith Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
277 Park Avenue
New York, NY, 10172