Form D · Other Investment Fund
AROZ I BIRDIE QOF, LLC
Wayne, PA · CIK 0001780946
Offering snapshot reported Jun 27, 2019 · SEC filing
- Reported sold
- $3.47M Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $150K Reported outside-investor minimum
- First sale
- Jun 13, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 27, 2019 | Initial | $3,473,000 | 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
- $0
- Finders' fees
- $0
- Form D file number
- 021-343026
Source: Form D, filed Jun 27, 2019. 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
AROZ I BIRDIE QOF, LLC
Investment adviser: ARGOSY CAPITAL GROUP, LLC
- Gross asset value
- $1.51M
- Beneficial owners
- 4
- ADV minimum commitment
- $150K
Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG, LLP
PCAOB 185
UNIVEST CORPORATION OF PENNSYLVANIA
LEI 4WII2HCR8UEWNU03U507
Filing source
Form ADV 2116738 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-1027323201
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.
| Name | Reported role |
|---|---|
| David J. Butler | Executive |
| Paul M. Grassinger | Executive |
| John P. Kirwin, Iii | Executive |
| Sarah Roth | Executive |
| Andrew J. Stewart | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Wayne, PA, 19087