Form D · Private Equity Fund

ALLIED INDUSTRIAL PARTNERS I-B LP

Houston, TX · CIK 0002020474

Offering snapshot reported Apr 16, 2025 · SEC filing

Reported sold: $31.3M
Investors reported: 4
Minimum accepted: $0
First sale: Apr 26, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 4

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 16, 2025	Amendment	$31,300,000	No comparison	4	SEC filing
Apr 19, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.1, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-511102

AIP will bear all placement fees.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
HOULIHAN LOKEY CAPITAL, INC.	17708
TRIAGO EUROPE SA	None
TRIAGO UK LIMITED	None

Source: Form D, filed Apr 16, 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

ALLIED INDUSTRIAL PARTNERS I-B LP

Investment adviser: AIP MANAGEMENT LP

Gross asset value: $90.8M
Beneficial owners: 12
ADV minimum commitment: $5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP HOUSTON, Texas, United States

Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No

Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, United States Related to adviser: No

Marketer HOULIHAN LOKEY CAPITAL, INC. LOS ANGELES, California, 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

RSM US LLP
PCAOB 49

HOULIHAN LOKEY CAPITAL, INC.
CRD 17708 · SEC 8-35643

Filing source

Form ADV 2053087 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5268272036

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
N/A Aip Management Lp	Promoter
N/A Allied Industrial Partners I Gp, Lp	Promoter
N/A Allied Industrial Partners Llc	Promoter
Bradford B. Rossi	Executive
Phillip B. Wright	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4909 Bissonnet Street
Houston, TX, 77401