Form D · Other Investment Fund

BGA Opportunity Zone Fund, LLC - 2022 Series

Boston, MA · CIK 0001945719

Offering snapshot reported Sep 12, 2022 · SEC filing

Reported sold
$39.3M
Offering amount: $125M
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Sep 9, 2022
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 12, 2022Initial$39,265,000No comparison28SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-458565
"Total offering amount" is an estimate.

Source: Form D, filed Sep 12, 2022. 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

BGA OPPORTUNITY ZONE FUND, LLC - 2022 SERIES

Investment adviser: BATTERY GLOBAL ADVISORS, LLC

Gross asset value
$127M
Beneficial owners
60
ADV minimum commitment
$0

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NAV CONSULTING, INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor APRIO, LLP NEW YORK, New York, United States
Custodian EASTERN BANK BOSTON, Massachusetts, United States Related to adviser: No
Custodian FIRST CITIZENS BANK BOSTON, Massachusetts, 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

APRIO, LLP
PCAOB 926

Filing source

Form ADV 2116758 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-7580949619

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 Battery Global Advisors, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1 Marina Park Dr Ste 1150
Boston, MA, 02210