Form D · Private Equity Fund

AJ BELLE MEADE PLAZA FUND LLC

Nashville, TN · CIK 0001979725

Offering snapshot reported Jul 20, 2026 · SEC filing

Reported sold: $226M
Investors reported: 194
Minimum accepted: $0
First sale: Jun 14, 2023

Fundraising history

Reported sold

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 sold$102,581,331 → $225,631,331
Reported investors122 → 194

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jul 20, 2026	Amendment	$225,631,331	$123,050,000vs Jul 21, 2025	194	SEC filing
Jul 21, 2025	Amendment	$102,581,331	$22,050,000vs Jul 19, 2024	122	SEC filing
Jul 19, 2024	Amendment	$80,531,331	$6,550,000vs Jul 20, 2023	93	SEC filing
Jul 20, 2023	Amendment	$73,981,331	No comparison	84	SEC filing
Jun 13, 2023	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.5, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-484105

The general partner of the Issuer reserves the right to offer a greater or lesser amount of limited partner interests.

Placement Agent fees are paid based upon an established fee schedule. A portion of such fees are offset dollar for dollar against the management fees payable by Issuer, as further disclosed in Issuer's operating agmt.

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
RAYMOND JAMES FINANCIAL, INC.	705

Source: Form D, filed Jul 20, 2026. 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

AJ BELLE MEADE PLAZA FUND LLC

Investment adviser: AJ CAPITAL MANAGEMENT LLC

Gross asset value: $158M
Beneficial owners: 187
ADV minimum commitment: $0

Reported in Form ADV on May 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BAKER TILLY US, LLP CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP CHICAGO, Illinois, United States

Custodian WINTRUST BANK CHICAGO, Illinois, United States Related to adviser: No

Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

WINTRUST BANK
LEI 54930023LB6WKY815P13

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

Filing source

Form ADV 2103626 · May 6, 2026 · Schedule D 7.B.(1), fund 805-7054271078

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
Name	Reported role
Eric Hassberger	Executive, Promoter
Benjamin Weprin	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

429 Chestnut Street Suite 201
Nashville, TN, 37203