Form D · Other Investment Fund

Avant Capital Partnership I, L.P.

Chicago, IL · CIK 0001657124

Offering snapshot reported Nov 3, 2015 · SEC filing

Reported sold
$42.3M
Offering amount: $75M
Investors reported
47
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 20, 2015
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
Nov 3, 2015Initial$42,260,000No comparison47SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$43.3K (estimated)
Form D file number
021-250551

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Ascent Capital Advisors LimitedNoneBCW Securities LLC · CRD 144930
E.L.K. Capital Advisors, LLC134999

Source: Form D, filed Nov 3, 2015. 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

AVANT CAPITAL PARTNERSHIP I, L.P.

Investment adviser: AVANT, LLC

Gross asset value
$90M
Beneficial owners
73
ADV minimum commitment
$500K

Reported in Form ADV on Dec 10, 2018. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States
Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No
Marketer BCW SECURITIES LLC WESTPORT, Connecticut, United States Related to adviser: No
Marketer E.L.K. CAPITAL ADVISORS, LLC NORTHBROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

BCW SECURITIES LLC
CRD 144930 · SEC 8-67685

E.L.K. CAPITAL ADVISORS, LLC
CRD 134999 · SEC 8-66882

Filing source

Form ADV 1256667 · Dec 10, 2018 · Schedule D 7.B.(1), fund 805-5951271288

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
N/A Avant Capital Advisors I, Llc Executive, Promoter
N/A Avant, Inc. Executive
Albert Goldstein Director, Executive
Adam Hughes Executive
Ryan Mc Lennan Executive
James Paris Executive
Suketu Shah Executive
John Sun Executive
Paul Zhang Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
640 N. Lasalle Dr. Suite 535
Chicago, IL, 60654