Form D · Other Investment Fund

Avitas Capital Ascent Fund, LP

Los Angeles, CA · CIK 0001822497

Offering snapshot reported Sep 28, 2021 · SEC filing

Reported sold
$12.6M
Indefinite offering
Investors reported
62
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Aug 12, 2021
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
Sep 28, 2021Initial$12,640,025No comparison62SEC filing
Sep 28, 2021InitialYet to sellNo comparison0SEC filing
Sep 28, 2021Initial$5,675,000No comparison27SEC filing
Aug 25, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06c, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-414779
Class X

Source: Form D, filed Sep 28, 2021. 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

AVITAS CAPITAL ASCENT FUND, LP

Investment adviser: AVITAS CAPITAL MANAGEMENT, LLC

Gross asset value
$24.4M
Beneficial owners
77
ADV minimum commitment
$225K

Reported in Form ADV on Mar 11, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator STONEGATE GLOBAL FUND ADMINISTRATION, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 1954401 · Mar 11, 2025 · Schedule D 7.B.(1), fund 805-7007097140

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 Avitas Capital Management, Llc Executive
N/A Avitas Capital Partners, Llc Executive
Russell D. Evans Executive
Catherine Gerst Executive
Gregory Satz Executive
Eric Taslitz Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1901 Avenue Of The Stars, Suite 1901
Los Angeles, CA, 90067