Form D · Commercial

Adeline Berkeley Opportunity Zone Fund LP

New York, NY · CIK 0001819196

Offering snapshot reported Aug 20, 2021 · SEC filing

Reported sold
$5.2M
Offering amount: $8.8M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 20, 2021Amendment$5,200,000No comparisonNot reportedSEC filing
Aug 4, 2021Amendment$5,170,000No comparisonNot reportedSEC filing
Aug 10, 2020Initial$2,200,000No comparison7SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-372879

Source: Form D, filed Aug 20, 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

ADELINE BERKELEY OPPORTUNITY ZONE FUND LP

Investment adviser: MEIXIN MANAGEMENT LLC

Gross asset value
$7.09M
Beneficial owners
26
ADV minimum commitment
$100K

Reported in Form ADV on Aug 12, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BERKOWER LLC ISELIN, New Jersey, United States
Marketer UPMARKET SECURITIES LLC MILPITAS, California, 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

BERKOWER LLC
PCAOB 217

UPMARKET SECURITIES LLC
CRD 295634 · SEC 8-70120

Filing source

Form ADV 2118251 · Aug 12, 2026 · Schedule D 7.B.(1), fund 805-3268202402

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
Hui Chen Director

Issuer details

Industry: Commercial (See others in industry)

Address:
1250 Broadway Suite 3610
New York, NY, 10001