Form D · Private Equity Fund

Avance Investment Partners, L.P.

New York, NY · CIK 0001831183

Offering snapshot reported Sep 22, 2022 · SEC filing

Reported sold
$924M
Offering amount: $924M
Investors reported
82
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 8, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$462M$924MMar 16, 2021: $425,000,000.00Mar 16, 2021May 26, 2021: $602,500,000.00Dec 28, 2021: $835,450,000.00Dec 28, 2021Sep 22, 2022: $923,700,000.00Sep 22, 2022

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$602,500,000 → $923,700,000
  • Reported investors21 → 82
  • Minimum accepted$1,000,000 → $100,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 22, 2022Amendment$923,700,000$321,200,000vs May 26, 202182SEC filing
Dec 28, 2021Amendment$835,450,000$232,950,000vs May 26, 202160SEC filing
May 26, 2021Amendment$602,500,000$177,500,000vs Mar 16, 202121SEC filing
Mar 16, 2021Initial$425,000,000No comparison10SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
Not reported

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
PJT Partners LP171058

Source: Form D, filed Sep 22, 2022. 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

AVANCE INVESTMENT PARTNERS, L.P.

Investment adviser: AVANCE INVESTMENT MANAGEMENT, LLC

Gross asset value
$1.29B
Beneficial owners
45
ADV minimum commitment
$10M

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 GEN II FUND SERVICES, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG, LLP CHARLOTTE, North Carolina, United States
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION NEW YORK, New York, 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

ERNST & YOUNG, LLP
PCAOB 42

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2075324 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2549770353

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
David Perez Director, Executive
Erik Scott Executive
Luis Zaldivar Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
650 Fifth Avenue Suite 2320
New York, NY, 10019