Form D · Other Investment Fund

Albion Platform Holdings LLC

Rockville, MD · CIK 0001982790

Offering snapshot reported Jun 25, 2025 · SEC filing

Reported sold
$265M
Offering amount: $440M
Investors reported
30
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 15, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$133M$265MJun 26, 2023: $1,000,000.00Jun 26, 2023Jun 26, 2024: $54,000,006.00Jun 26, 2024Jun 25, 2025: $265,000,006.00Jun 25, 2025

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$54,000,006 → $265,000,006
  • Reported investors26 → 30

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 25, 2025Amendment$265,000,006$211,000,000vs Jun 26, 202430SEC filing
Jun 26, 2024Amendment$54,000,006$53,000,006vs Jun 26, 202326SEC filing
Jun 26, 2023Initial$1,000,000No comparison26SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-485085
The figures provided in response to Total Amount Sold reflect all investors in the Issuer.
The aforementioned FINRA registered broker dealer in Item 12 is entitled to receive specified, agreed upon fees paid to the Investment Manager or an affiliate thereof.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PIPER SANDLER & CO.665

Source: Form D, filed Jun 25, 2025. 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

ALBION PLATFORM HOLDINGS LLC

Investment adviser: ALBION RIVER MANAGEMENT LLC

Gross asset value
$1.79B
Beneficial owners
29
ADV minimum commitment
$0

Reported in Form ADV on May 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP FORT WORTH, Texas, United States
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Marketer AVIDITI FINANCIAL, LLC DALLAS, Texas, 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

BDO USA, LLP
PCAOB 243

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

AVIDITI FINANCIAL, LLC
CRD 309026 · SEC 8-70523

Filing source

Form ADV 2104782 · May 11, 2026 · Schedule D 7.B.(1), fund 805-3145969292

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
Na Albion River Management Llc Promoter
Darren Farber Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2600 Tower Oaks Boulevard, Suite 280
Rockville, MD, 20852