Form D · Other Investment Fund

Anagenesis Capital Partners SBIC Fund, L.P.

West Palm Beach, FL · CIK 0001727208

Offering snapshot reported Oct 9, 2020 · SEC filing

Reported sold: $97.5M
Investors reported: 25
Minimum accepted: $0
First sale: Dec 29, 2017

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$37,550,000 → $97,510,000
Reported investors14 → 25

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 9, 2020	Amendment	$97,510,000	$59,960,000vs Jan 7, 2019	25	SEC filing
Jan 7, 2019	Amendment	$37,550,000	$6,785,000vs Jan 16, 2018	14	SEC filing
Jan 16, 2018	Initial	$30,765,000	No comparison	4	SEC filing

Offering details

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

Sales commissions: $400K
Finders' fees: $0
Form D file number: 021-303331

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
CrossBay Capital Partners LLC	None	Equus Financial Consulting LLC · CRD 131449
None	None	Moelis & Company LLC · CRD 145115

Source: Form D, filed Oct 9, 2020. 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

ANAGENESIS CAPITAL PARTNERS SBIC FUND, L.P.

Investment adviser: ANAGENESIS CAPITAL PARTNERS, LLC

Gross asset value: $191M
Beneficial owners: 26
ADV minimum commitment: $20K

Reported in Form ADV on Mar 1, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STANDISH MANAGEMENT DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP HARTFORD, Colorado, United States

Custodian WESTERN ALLIANCE BANK PHOENIX, Arizona, United States Related to adviser: No

Provider details

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

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 1713438 · Mar 1, 2023 · Schedule D 7.B.(1), fund 805-7817678488

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
Melanie Brensinger	Director, Executive, Promoter
Gerald Chaney	Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

515 North Flagler Drive Suite 260
West Palm Beach, FL, 33401