Form D · Private Equity Fund
3650 Special Situations I, L.P.
Miami, FL · CIK 0002003828
Offering snapshot reported Dec 19, 2023 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 19, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-500112
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| SERA GLOBAL SECURITIES US LLC | 283339 | |
| FRONTIER SOLUTIONS, LLC | 136102 |
Source: Form D, filed Dec 19, 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
3650 SPECIAL SITUATIONS GP CO-INVESTMENT I, L.P.
Investment adviser: 3650 REIT INVESTMENT MANAGEMENT LLC
- Gross asset value
- $12.5M
- Beneficial owners
- 2
- ADV minimum commitment
- $500K
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
SERA GLOBAL SECURITIES US LLC
CRD 283339 · SEC 8-69752
Filing source
Form ADV 2087706 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3983878406
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.
| Name | Reported role |
|---|---|
| 3650 Reit Investment Management Llc | Promoter |
| 3650 Special Situations Gp Co Investment I, L.P. | Promoter |
| 3650 Special Situations Gp I, Llc | Promoter |
| Tobin Cobb | Executive |
| Mark Jefferis | Executive |
| Justin Kennedy | Executive |
| Peter La Pointe | Executive |
| Jonathan Roth | Executive |
| John Sauter | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Miami, FL, 33133