Form D · Other Investment Fund

Berkeley Road WC Funding SPV 2, LP

New York, NY · CIK 0001853715

Offering snapshot reported Mar 26, 2021 · SEC filing

Reported sold
$23.5M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Dec 15, 2020
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
Mar 26, 2021Initial$23,500,000No comparison1SEC filing

Offering details

Securities
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
021-393783
Clarification of Item 11: The minimum commitment may be waived at the sole discretion of the General Partner.

Source: Form D, filed Mar 26, 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

BERKELEY ROAD WC FUNDING SPV 2, LP

Investment adviser: PENNANTPARK INVESTMENT ADVISERS, LLC

Gross asset value
$9.74M
Beneficial owners
1
ADV minimum commitment
$5M

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 PENNANTPARK INVESTMENT ADMINISTRATION LLC MIAMI BEACH, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Auditor GRANT THORNTON LLP NEW YORK, New York, United States
Custodian BANK OF NEW YORK MELLON PHILADELPHIA, Pennsylvania, 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

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2067245 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7720971940

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
Aviv Efrat Executive
Arthur H. Penn Executive
N/A Pennant Park Br, Llc Promoter
N/A Pennant Park Investment Advisers, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
590 Madison Avenue, 15 Th Floor
New York, NY, 10022