Form D · Other Investment Fund

Balbec Commercial Mortgage Opportunities Fund I, L.P.

Scottsdale, AZ · CIK 0002013349

Offering snapshot reported Mar 7, 2025 · SEC filing

Reported sold: $77.4M
Investors reported: 53
Minimum accepted: $0
First sale: Mar 11, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 53

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 7, 2025	Amendment	$77,363,516	No comparison	53	SEC filing
Mar 7, 2024	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.5
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-506907

Source: Form D, filed Mar 7, 2025. 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

BALBEC COMMERCIAL MORTGAGE OPPORTUNITIES FUND I, LP

Investment adviser: BALBEC CAPITAL MANAGEMENT LP

Gross asset value: $134M
Beneficial owners: 64
ADV minimum commitment: $0

Reported in Form ADV on Apr 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG GEORGE TOWN, Cayman Islands

Custodian CITIZENS BANK NEW YORK, New York, United States Related to adviser: No

Custodian U.S. BANK CHICAGO, 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: No

KPMG
PCAOB 1323

Filing source

Form ADV 2099104 · Apr 27, 2026 · Schedule D 7.B.(1), fund 805-8360651219

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
Name	Reported role
Balbec Capital Management, L.P.	Promoter
Jeff Balbec Capital Management, L.P.	Promoter
Balbec Commercial Mortgage Opportunities Management I, L.P.	Executive
Jeff Padden	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

7114 E. Stetson Drive Suite 250
Scottsdale, AZ, 85251