Form D · Insurance
Performex IDF, LP
Rancho Santa Fe, CA · CIK 0001774457
Offering snapshot reported Sep 3, 2026 · SEC filing
- Reported sold
- $16.5M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Feb 25, 2019 As reported in this filing
Fundraising history
Reported soldDates 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.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 3, 2026 | Amendment | $16,500,000 | $0vs Sep 5, 2025 | 2 | SEC filing |
| Sep 5, 2025 | Amendment | $16,500,000 | No comparison | 2 | SEC filing |
| Sep 9, 2024 | Amendment | $16,000,000 | $0vs Apr 9, 2024 | 1 | SEC filing |
| Apr 9, 2024 | Initial | $10,000,000 | No comparison | 2 | SEC filing |
| Apr 9, 2024 | Amendment | $16,000,000 | $6,000,000vs Apr 9, 2024 | 1 | SEC filing |
| Apr 14, 2023 | Amendment | $15,912,266 | $5,912,266vs Apr 12, 2022 | 1 | SEC filing |
| Apr 12, 2022 | Amendment | $10,000,000 | $0vs Apr 13, 2021 | 2 | SEC filing |
| Apr 13, 2021 | Amendment | $10,000,000 | No comparison | Not reported | SEC filing |
| Apr 15, 2020 | Amendment | $6,354,350 | $1,721,000vs Apr 23, 2019 | 2 | SEC filing |
| Apr 23, 2019 | Initial | $4,633,350 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-509966
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Tanara Wealth Management, LLC | 340174 |
Source: Form D, filed Sep 3, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
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.
| Name | Reported role |
|---|---|
| Donald Robert Carter | Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:Rancho Santa Fe, CA, 92067
Phone: 858-847-3093