Form D · Hedge Fund

Ategra Community Financial Institution Fund, LP

Vienna, VA · CIK 0001453379

Offering snapshot reported Jan 23, 2026 · SEC filing

Reported sold
$67.2M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 23, 2026Amendment$67,185,046No comparisonNot reportedSEC filing
Jan 24, 2025Amendment$57,736,546$1,246,200vs Jan 26, 2024147SEC filing
Jan 26, 2024Amendment$56,490,346$3,269,800vs Jan 27, 2023143SEC filing
Jan 27, 2023Amendment$53,220,546$6,995,000vs Jan 28, 2022135SEC filing
Jan 28, 2022Amendment$46,225,546$6,355,000vs Jan 28, 2021124SEC filing
Jan 28, 2021Amendment$39,870,546$2,175,000vs Jan 28, 2020117SEC filing
Jan 28, 2020Amendment$37,695,546$750,000vs Jan 28, 2019115SEC filing
Jan 28, 2019Amendment$36,945,546$5,550,000vs Jan 26, 2018100SEC filing
Jan 26, 2018Amendment$31,395,546$4,277,250vs Jan 27, 201782SEC filing
Jan 27, 2017Amendment$27,118,296$1,800,030vs Jan 29, 201677SEC filing
Jan 29, 2016Amendment$25,318,266$920,456vs Feb 13, 201573SEC filing
Feb 13, 2015Amendment$24,397,810$1,684,465vs Feb 20, 201472SEC filing
Feb 20, 2014Amendment$22,713,345$5,549,934vs Feb 25, 201368SEC filing
Feb 25, 2013Amendment$17,163,411$2,178,411vs Feb 21, 201260SEC filing
Feb 21, 2012Amendment$14,985,000$0vs Feb 18, 201155SEC filing
Feb 18, 2011Amendment$14,985,000$0vs Feb 19, 201055SEC filing
Feb 19, 2010Amendment$14,985,000$0vs Mar 4, 200952SEC filing
Mar 4, 2009Initial$14,985,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-127415

Source: Form D, filed Jan 23, 2026. 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

ATEGRA COMMUNITY FINANCIAL INSTITUTION FUND, LP

Investment adviser: ATEGRA CAPITAL MANAGEMENT, LLC

Gross asset value
$146M
Beneficial owners
94
ADV minimum commitment
$500K

Reported in Form ADV on Mar 4, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FLEMING FINANCIAL BEL AIR, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHEN & COMPANY, LTD HUNT VALLEY, Maryland, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Custodian JOHN MARSHALL BANCORP, INC. RESTON, Virginia, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

COHEN & COMPANY, LTD
PCAOB 925

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2047246 · Mar 4, 2026 · Schedule D 7.B.(1), fund 805-8100347340

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
Ategra Capital Management, Llc Executive
Ategra Gp, Llc Executive
Jonathan Holtaway Executive
Michael Rebibo Executive
Jacques Rebibo Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Ategra Gp, Llc 8229 Boone Blvd., Suite 300
Vienna, VA, 22182