Form D · Private Equity Fund

Balance Point Capital Partners VI Rated Note Feeder, L.P.

Westport, CT · CIK 0001976641

Offering snapshot reported Dec 11, 2024 · SEC filing

Reported sold
$67.5M
Indefinite offering
Investors reported
3
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 19, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 3

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 11, 2024Amendment$67,500,000No comparison3SEC filing
May 18, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Debt, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-482076

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
EQUUS FINANCIAL CONSULTING LLC131449

Source: Form D, filed Dec 11, 2024. 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

BALANCE POINT CAPITAL PARTNERS VI RATED NOTE FEEDER, L.P.

Investment adviser: BALANCE POINT CAPITAL ADVISORS, LLC

Gross asset value
$699M
Beneficial owners
39
ADV minimum commitment
$5M

Reported in Form ADV on Apr 22, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (US) LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Fund administrator WAYSTONE ADMINISTRATIVE SOLUTIONS US INC. FAIR LAWN, New Jersey, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor RSM US LLP STAMFORD, Connecticut, United States
Custodian SILICON VALLEY BANK A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer EQUUS FINANCIAL CONSULTING LLC (D/B/A CROSSBAY CAPITAL PARTNERS) NEW CANAAN, Connecticut, United States Related to adviser: No
Marketer TENEO PARTNERS JAPAN LIMITED TOKYO, Japan Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

SILICON VALLEY BANK A DIVISION OF FIRST CITIZENS BANK
LEI 0K2D5AK28E3O5CC06E3

Filing source

Form ADV 2097387 · Apr 22, 2026 · Schedule D 7.B.(1), fund 805-6167981372

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
Seth W. Alvord Executive
N/A Balance Point Capital Managers Vi, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Balance Point Capital Advisors, Llc 285 Riverside Avenue, Suite 200
Westport, CT, 06880